3 things you need to know:
- Please watch both videos below on this page before the meeting. This will ensure a much more productive meeting and help us help you better.
- Make sure you are on time. If you are 5 minutes late or more the meeting will be canceled and you will not be able to reschedule.
- Please be ready to meet in a quiet place so we can focus on really understanding your situation to see whether or not we can help you reach your financial goals.
Our team is looking forward to meeting you!