During our initial consultation, our primary objective is to establish a connection and understand your financial goals and needs. We will discuss your current financial situation, answer any questions you may have, and assess whether it would be beneficial for us to meet again.

To make the most of our time together, we recommend bringing any relevant financial statements, such as retirement accounts, investment portfolios, or other documents related to your financial health. While these documents are not mandatory for our meeting, having them available can enhance the efficiency of our discussion and provide a clearer picture of your financial landscape.

Regardless of your current situation, we offer a comprehensive review to provide you with an objective second opinion. Our goal is to identify any potential opportunities for enhancement and ensure that your financial strategy is optimized to meet your goals.

No, there is no charge for your first visit or for building out your plan, The LFG Retirement Blueprint. We only receive compensation if we decide to work together. Our fee structure is based on the size of your investments and the specific areas we address in your plan. We believe in full transparency and will clearly outline all fees during our first meeting, so you can make an informed decision moving forward.

Our initial meeting typically lasts about one hour. This allows us enough time to get to know you, answer any questions you may have, and begin understanding your financial goals.