In Person Consult

Service Description

This is for the person that feels more comfortable meeting face to face or perhaps you feel that your situation is complicated. We are happy to sit down with you. You technically don't have to bring anything with you to this appointment since we are really just getting to know one another better. But we will be discussing your finances so if you would like to bring along bills, paystubs, or anything that might help please feel free to do so.