What to expect

Think of this session as a get-to-know-you discussion, where you'll be able to share a little about yourself and we will describe our practice to you and hopefully give you some insights on what it might feel like to be our client. You will want to assess whether the things that you might be looking for in a client experience and in an advisory relationship align with our approach. Also, we will consider whether we think you would be a good fit for our practice.