****Thank you for your interest in RetireMitten Financial LLC. Unfortunately, because of very high recent demand, we are currently not accepting new clients at this time. Please send an email to firstname.lastname@example.org, if you are interested in scheduling a meeting in the future. I will reach out to you once we have the availability to take on new clients. Thank you for your understanding****
The initial meeting involves coffee and a conversation. A virtual coffee, if you can’t make it into the office. We learn more about your vision of a stress-free retirement. You learn more about our process to help get you there. Our promise: no paperwork, no hard sell, no immediate decision. After the meeting, we both take a night to think about it. If we both think it’s a good fit, we will start the retirement planning process. If it’s not a good fit, no hard feelings.