Your Initial Meeting

Our primary goal in this meeting is to create a safe environment where you feel comfortable to be yourself and share what’s on your mind.

Hopefully we’ll have a meaningful conversation around your life goals. The better we can learn about you, and you learn about us, the more confident we can feel about our potential relationship. We want to make sure we are a good fit for each other.

Schedule your complementary 1 hour Zoom or In-Person meeting with this link:

Please review our Introduction packet, then complete & return the Introduction form for us to get to know you better prior to our first meeting. Email the Introduction Forms to Marci Bair, CFP® at Marci@BairFinancialPlanning.com and she will review your information and reach out to you prior to your meeting with us for a quick introduction.

This is a time for us get to know each other better. You may have something specific on your mind you want to meet about or maybe you are unsure as to what questions to ask or even what a Certified Financial Planner professional can help you with.