30min Intro Call

Service Description

This 30-minute introductory conversation is the first step in our process at TapestryFP. It is a relaxed discussion to determine if we are the right financial advisor for you or if another resource would be a better fit. We will cover why you reached out, the problems or goals you want to solve, your expectations for services, our planning process, fees, communications, and investment management, along with a few qualifying questions. We only move forward if you feel confident we are the best advisor to help you, and we believe we can guide you to solutions and deliver value. No sales pitch, just an honest conversation.