All of our plans begin with a complimentary initial meeting. It’s a chance of us to get to know you and some of your financial planning goals. It’s also a chance for you to get to know us better.
Please share a few details with us and pick a couple times for us to chat. We will confirm a time and call you for our meeting [initial meetings are phone meetings].
After we talk, Indie Financial Planning will send you a proposal for your plan and we will go from there.