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What Can I Expect?

Initial Meeting

We offer new clients a free initial consultation with one of our senior team members. This meeting is to obtain a good review of your past and current circumstances, and discuss your future plans and dreams.

Some areas we review are:
  • Review current financial positions, cash, assets, liabilities
  • Review your business structure/s and investments
  • Review your future plans and goals
  • Discuss, what you are seeking from us.
  • Discuss our recommendations to move forward