An initial consultation is simply a meet and greet to learn more about our services and see if they're a good fit for you before you commit.  We cannot provide investment or finance advice in a consultation because you are not yet a client.  You don't need to bring anything and you don't need to share any specifics at this meeting unless you want to.

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The Game Plan is our signature financial planning program.  By booking your first team huddle and paying the initial investment, you commit to a one year term of services with a monthly membership.  Please read the game plan specifics before booking.

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For current game plan clients and investment management clients only.

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This is only for clients who have completed a plan in the past - new clients must start with a financial plan.

Please only book this if you are an existing client or you have been asked to book a time- new clients must start with an initial consultation (above).