How long is the Intro Meeting?

The Intro Meeting is 30 minutes long.

Can I bring someone else along?

Yes, absolutely! You will be able to invite a guest.

Do I need to prepare for this meeting?

You don’t. The purpose of this meeting is for me to learn more about you and to discus your expectations for a financial planning relationship.

Get in Touch — FAR Financial Planning

Schedule Your Free Intro Meeting!

Taking the first step doesn’t have to be complicated. The free intro meeting is a relaxed, judgment-free conversation where we talk through what prompted you to reach out and walk through how the planning process works. If it feels like a good fit, the next step is the Financial Clarity Assessment.

The Intro Meeting is 30 minutes long.
Yes, absolutely! You will be able to invite a guest.
You don’t. The purpose of this meeting is for me to learn more about you and to discus your expectations for a financial planning relationship.

Have questions?

Whether you have a quick question or need more information. Use the contact form to send a message and you will hear back promptly.

Or reach out directly via email: info@farfinancialplanning.com