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.
We look forward to having a meaningful conversation about your life goals. The more we understand your priorities, and the more you learn about how we work, the better we can determine if we’re the right fit to move forward together with confidence
Step One: Schedule
Schedule your complementary 1 hour Zoom or In-Person meeting with this link:
Step Two: Getting to Know You
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.
Step Three: Meet & Greet
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.
Initial Meeting:
Time: 60 minutes
Our goal is to create a safe place for you to share who you are, explore your goals, learn about what keeps you up at night, and why you are wanting to have these conversations now.
You will meet with one of our Managing Partners, Marci Bair, CFP® or Victor Orozco, CFP®, CSRIC® to learn:
- Firm’s background
- Determine which services are right for you:
- Fees and who we serve
If after this meeting, we determine we are a good fit for each other, we will send you a “Welcome” email to provide next steps and introductions to the team.
“Coming together is a beginning; keeping together is progress; working together is success.”
Edward Everett Hale