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Get Acquainted Meeting

iStock_000004286668MediumAbby offers a complimentary, 30 minute Get Acquainted meeting.  This meeting is a chance for you to explore whether Abby is the right financial planner for you, and for Abby to assess whether she has the skills you need.  During this meeting, we will discuss:

  • The scope of a possible engagement
  • A fee estimate
  • The additional data Abby would need from you
  • Timeframe

There’s no obligation, and if you decide not to move forward at any point, it’s fine to say so.  Abby’s not offended, because the search for a financial planner is very personal, and it is important for you to find the right fit.

For more information or to inquire about scheduling a meeting, please contact us…

303-929-5387 •
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