Here’s how the call works:

• During this first conversation, we’ll spend time getting to know you, learn more about your situation and the help you need.
  
  

• We’ll ask a lot of questions to get the information we need to advise you.
  
  

• We will also share information about our process for planning and investing.
  
  

• It’s simple and easy, no obligation.  Based on how this call goes, we’ll decide on the next steps.