When we say no-obligation, we mean it. If you decide to take advantage of our 20 minute complimentary consultation, you won't get any pressure and you absolutely and equivocally won't get a sales pitch. Period. What you will get is a conversation where we get to know each other a bit along with guidance and answers to your general financial questions. Chances are, after our conversation, you may need some time to digest the information and spend some time thinking about what we discussed.
If you aren’t ready to begin the financial planning process, or need more time to think about it, or think our fee is too high, or it is a busy time in your life, or you decide to go with someone else - we completely respect your decision. We won’t pressure you, we won’t harangue you with questions and we won’t call you to ‘follow-up to see if you need anything’. We will send you informational e-mails occasionally, but feel free to opt-out or unsubscribe if you don’t find them useful.
Financial planning is serious business - it’s a huge commitment, and only you know when the time is right for you to get started. Don't get us wrong, we want to work with you, but on your timeframe. We know that when you are ready, or if you have more questions, you’ll contact us. That's why when we say, “no obligation”, we mean it.