What to Expect in Our Initial Meeting
Our initial client meeting generally runs between an hour, to an hour and a half. We can meet in person in our Severna Park office, online or by phone. To make the most of our time together, it is extremely helpful to us if you send some information prior to our meeting, although it is not imperative. This includes investment statements, income tax returns, pay stubs, life insurance policies, current wills or trusts, and other documents outlined in the 1st Meeting Helpful Checklist. If you do not have all of this information readily available, be assured that we will still do our best to assess your situation.
Due Diligence Complimentary First Meeting
Our Goal is to Gather Information About:
Key Discussion Points:
The goal of this meeting is to identify your current challenges and then help you clarify your resources and goals. The team at Phronesis uses comprehensive planning to give you the competence to make better decisions which eventually leads to confidence in the strategies we develop together.
Our Onboarding Process
For individuals or businesses who decide to move forward with our services, here is a video explaining our onboarding process.
Call us at 410-647-6762 to schedule a complimentary consultation.
Book a Free Introductory Meeting
Have some initial questions before moving forward? Schedule a free introductory call first at your convenience.