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.

Step One: Schedule

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

Schedule Here

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

Introduction Form Download

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.

Consider these Common Questions:

Retirement Planning

When can I retire?

Tax Planning

How can I save on taxes?

Estate Planning

Do I need a will or trust?

Investment Planning

How should my retirement plan be invested?

Worksite Benefits

What benefits should I elect during open enrollment?

Insurance Planning & Asset Protection

What insurance coverage do I need?

Cash Flow & Debt Management

Should I pay off my home sooner?