7676 Hazard Center Drive,
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 and complete our Introduction Packet so that we can get to know you better prior to our first meeting. You can download the form below, and once completed, email it back to Emily Preiss at emily@BairFinancialPlanning.com.
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.
When can I retire?
How can I save on taxes?
Do I need a will or trust?
How should my retirement plan be invested?
What benefits should I elect during open enrollment?
What insurance coverage do I need?
Should I pay off my home sooner?