Financial Discovery & Planning Meeting

Service Description

During this conversation, we will discuss what you own and why you own it. We will discuss risk tolerance, time frames, and what you really are looking to achieve. Is it a secure retirement? Or perhaps funding a college education? Perhaps you want to make sure you have enough money are retirement to buy that vacation home you always wanted. Whatever it is that you want, we will discuss during this meeting and then chart a course on how you will get there.

Cancellation Policy

To cancel or reschedule please contact us at least 24 hours in advance. 203-626-2225

Contact Details