Thank you so much for the opportunity to provide you, your family, and/or your business with the financial education, and resources needed to make sound decisions in an unsound world. This meeting will be a simple fact finding session for you as well as for us. It will be much like a visit to your primary care doctor for a Routine examination, except for your finances. This is an opportunity to ask any and every question you have about your finances, our company, and services. We will be asking you about your goals, dreams and aspirations as well as personal information (ie. current insurance, last time you pulled your credit report, how much debt you have, who are your creditors etc.) At the end of the consultation you will receive either physically or electronically a printed over view of your financial situations as well as all recommendations, much like your primary doctor, we may refer you to some of our business partners who are specialists in the respective fields in which we feel you could use advice.