While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.
To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
Bellevue, Washington - 425.658.0530
Lake Oswego, Oregon - 503.410.7410
Scottsdale, Arizona - 602.753.5110
Fax - 425.645.0529
Monday - Friday 8AM - 5PM