Meeting FAQs
How often should we meet?
Most clients meet quarterly so we can proactively review planning opportunities and address changes throughout the year.
What if I need to reschedule?
You can easily reschedule using the confirmation email you receive after booking.
Can family members attend?
Absolutely. We encourage spouses or other important decision-makers to attend when appropriate.
Please contact our office anytime. We are happy to help between scheduled meetings as needed.