If you're interested in using our services, then we can set up a personal consultation. You will be interviewing us, and we will be interviewing you about your life goals and your financial goals. This is so that we know how we can best serve you.
The best way to prepare for our consultation is to write down the things that frustrate you about your finances, and the things you like and dislike about your current finances. We need to know as much about your current financial situation as possible in order to improve it moving forward. With that being said, we also need to know where you'd like to move forward to, so we need to know your ambitions.
Keep in mind that our free consultation is not a sales pitch. It's about being honest and very direct so that we can decide if we're ready to take the next step.
If we decide that you're ready for the next step, only then will you have to invest your time in us by pulling Wills, Trusts, Financial statements, bank statements and budgets.
If you're ready to take this next step with us, please reach out to us. We would be very happy to speak with you!
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