Welcome & congratulations on taking the crucial first step to developing a strong financial foundation. We call our process Intentional Based Planning which involves helping you define your true goals and objectives. Most clients can’t possibly have a clear list of goals and objectives until they have a clear understanding of what the possibilities are. So, we start by asking you a few questions to gather as much information as we can to make the most of your first meeting. The more information we have on the front end the better prepared for the meeting our team can be.