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We offer a free "Get Acquainted" meeting for people who are interested in our services and who want to get to know us better. During the meeting, we will discuss your needs and determine whether or not our services are appropriate for you. If we feel that we can help, you will be provided a fee estimate at the close of the meeting.
To make the most of our time together, please note the following:
- Prior to the meeting, you will need to complete a secure, online questionnaire that will allow us to gather important financial information to evaluate your situation.
- Click here to watch a short video on how to complete the questionnaire.
- Click here to complete the questionnaire. (While the online questionnaire is easy to use, if you have technical difficulties, please contact our office and we will mail or email a questionnaire.)
- Directions to our office can be downloaded here.
- Because we respect your time, we will be ready to begin our meeting promptly at the time scheduled.
- If you are unable to make the meeting time scheduled, please notify us at your earliest convenience so that we reschedule the meeting.
Please note that for married couples, we require that both individuals attend the get acquainted meeting.
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