What is the first step?
We start with a no-obligation meeting to get to know each other.
We’ll spend 30-40 minutes learning about you, 10-20 minutes sharing how we serve our client families, and then discuss the next right step. This is an important decision. At its best, a relationship with a financial planner can last for decades. We want you to have everything you need to make an informed decision.
Book with Brenna
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