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.