Prospective clients are invited to an introductory workshop to gain a greater understanding of the possibilities your future holds and how our team can help you get there. We encourage you to come with your top-of-mind questions as this workshops is designed to be interactive and address what’s most important to you.

We’ll discuss:

• The 30,000 Ft. Advisory Process
• Our methodology and how it applies to you
• Collaborative approach to your strategy
• Your specific questions and concerns