COMPLIMENTARY INTRO MEETING
Thank you for your interest in working with us! At this time, we are at capacity to take on new financial planning clients for the remainder of 2019.
We will begin taking appointments starting January 9, 2020 from new potential clients.
For the time being, you can pre-schedule a complimentary Introductory Call or join the waiting list to receive a reminder in December to schedule the introductory phone meeting with our lead financial planner, Helen Ngo.
What you can expect during the meeting:
Gain clarity on any questions and concerns you may have.
Share what you are looking to accomplish from a financial planning relationship.
Determine what engagement option fits your style and needs best.
Ask as many questions as you want.