The purpose of a free initial consultation is to identify your major financial concerns and determine how to address them most effectively. It’s also an opportunity for you to get to know us before making a decision to engage our services. Likewise, we need an opportunity to listen to you explain your current situation and financial life goals. It allows us to evaluate how we can best help you.
What We Do
During this meeting (typically 1 to 1 1/2 hours), we will discuss your specific financial planning needs and goals, fully describe Liberty’s services, determine which of our services are right for you, and discuss our fee structure. We encourage you to ask lots of questions!
See our Initial Consultation Questionnaire for further details and information on you can prepare for this meeting.
How to Get Started
There is no charge or obligation for the initial consultation meeting. Call today to schedule an appointment at a time and location convenient for you.
We appreciate your business!