No. The initial meeting is an opportunity to determine whether there is a good fit and discuss how Brian may be able to help 

Meeting frequency depends on your needs and goals, but regular reviews help ensure your plan stays aligned with your objectives.

Yes. Brian believes in a team-based approach and often collaborates with other trusted professionals.

It’s helpful to bring any financial documents or questions that will help facilitate a productive conversation. 

Simply schedule a conversation to discuss your goals and determine the next steps.