What to Expect from the Session
A free 30-minute session via phone or video call with a financial advisor to understand your needs and/or goals.
Friendly. There’s no fixed agenda, but our advisors will aim to understand who you are and what you’re looking to achieve.
No obligations. This is a complimentary session with no cost and no strings attached.
Transparent. There are no documents to sign and absolutely no pressure to take the next step.
Preparing for the session. The only preparation needed is to have any relevant information on hand and a sense of the questions you’d like to discuss.
It’s important to note that this free consultation will not include a detailed financial analysis, specific recommendations, or results.
What happens next? After the consultation, if you wish to continue, you can schedule your first formal session—or take the time you need to decide. There’s no obligation to move forward.
