Hello, I'm Nancy. The first time we meet is a mutual time to share expectations regarding your future financial plan. We'll talk about what a financial plan is, what all it encompasses, and why our firm may be best at helping you reach your goals.
Mostly though, we will talk about you, your goals, dreams, and hopes for the future. Your needs and wants are what will drive most of the conversation. I look forward to learning more about you.
Thank you for reaching out. 
Appointments
Set appointments with Nancy using our online system. Thank you for your cooperation. If you have any questions, just call.