An online meeting to determine your needs and inspire hope.
- 1 hr1 hour
This first consultation is designed to discuss the financial needs of your family. To make this meeting more productive, paperwork detailing your current financial situation will need to be submitted 24 hours prior to the scheduled meeting. This information includes current income and expenses and investment accounts. Information will be kept strictly confidential, and will never ask you for identifiable material, only numbers and categories to give a picture of your overall financial situation.
I work from home and meet clients in public spaces. Kansas City, MO, USA