Complimentary Needs Analysis

Service Description

I never do business with a client on our first meeting. I simply get to know you a little better and educate you on what I do and the ways in which I assist my clients to build a better financial future. If you like what you see, then I will collect some information and set up a follow-up appointment in which I will present solutions, customized to your specific needs. No pressure and no obligation. Note: All times on the calendar are Pacific Time.