Ready for a Financial Chat? Book your Free Consultation
Ready to see how a financial consultant can make a difference? Let's chat! Schedule your complimentary consultation when it suits you. We'll cover:
- Where your finances stand today
- What you're hoping to achieve, both now and in the future
- Simple, effective strategies to boost your financial confidence.
Frequently Asked Questions
What can I expect from the consultation?
Think of our consultation as a friendly conversation. We'll start by getting acquainted, and I'll learn about your financial goals and where you are today. Just like a doctor listens to your concerns, I'll listen to yours. Then, we'll explore how I can help you reach your financial aspirations. It's a chance for us to see if we're a good fit, with no obligation.
What should I bring or prepare for the conversation?
Before our meeting, it's helpful to have a general sense of your financial landscape. Think about your retirement accounts, any debts, and your typical monthly income and expenses. We're not looking for exact figures at this stage, just a broad overview to help get the conversation going.
How long does the consultation typically last?
We've allocated up to an hour for our consultation, which allows us to have a thorough discussion. But don't worry, we'll be mindful of your schedule. If you're short on time, we can focus on your most pressing questions and make the most of our time together.
Should my spouse/partner attend the consultation with me?
We know that financial decisions are usually made together as a couple, so we highly recommend both partners attend the initial consultation. This allows us to get to know both of you and create a financial plan that meets your combined goals.
Is there any obligation to become a client after the consultation?
Think of it like a first date – we're just seeing if we click! There's absolutely no obligation to move forward. If it feels right, great! If not, no worries.