We’ll go over your goals and past experience. We’ll also discuss our pricing and what is involved in the planning process.

You don’t need to have any documents ready. The first meeting is our opportunity to see if we are a good fit for each other. We will talk conceptually and schedule a second meeting if we decide to move forward.

Most initial consultations are done virtually. For those in the Columbia, SC area, we may offer home visits or face-to-face at a local office.

Most initial consultations last about 45 minutes, but may go longer depending on your questions.