This phase is all about you, the client. At this meeting, we take the time to get to know you, your finances, your expectations, your aspirations, and how you want to invest your money. We tend to call this phase the story sharing phase. In it, we get to know your life through stories and ours through the same manner. This in-person meeting sets the stage for the process that is to come. We let you drive as we prepare to navigate your finances together.