Normally, we’ll want to learn a bit about you, your financial goals, what challenges you’ve experienced in reaching them, and what strategies you’ve used so far so we can understand if there’s any place for us to help you improve your individual situation and ability to reach financial independence.
Once we think we’ve understood your situation pretty clearly, we’ll summarize our understanding ensure we’re not missing anything before explaining what areas we can help you improve.
Lastly, we’ll explain our fees and see if they align with your expectations.