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
- Prior to the meeting, you will need to complete questionnaire
that will allow us to gather important financial information to
evaluate your situation. Please complete the questionnaire and
forward to our offices in advance of your consultation.
- Download the questionnaire
- Directions to our offices
- 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
Please note that for married couples, we require that both
individuals attend the Get Acquainted meeting.