Do I have to pay for the first meeting?
No. We believe in the importance of meeting initially without the pressure of any obligations. We want to provide a relaxed visit that allows us to get know each other and determine if we’d be a good fit together. We’ll answer your questions (so be sure to bring some!) and explain the financial planning process with Sage Advisors. Even if we don’t end up working together right away, we hope you’ll consider us in the future.