Approximately 15 minute phone call to discuss your financial goals as we get to know each other.
15 min15 min
Free
Free
Millbury
Service Description
Free meet and greet intro to discover one another's backgrounds and find if we are a good fit for one another. A free 15 minute consult will not only begin your journey to financial freedom, it will be the beginning of a new journey. We will discuss your current situation, your goals and financial needs.