What should I expect in my first meeting?
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We’ll go over your goals and past experience. We’ll also discuss our pricing and what is involved in the planning process.
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You don’t need to have any documents ready. The first meeting is our opportunity to see if we are a good fit for each other. We will talk conceptually and schedule a second meeting if we decide to move forward.
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Most initial consultations are done virtually. For those in the Columbia, SC area, we may offer home visits or face-to-face at a local office.
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Most initial consultations last about 45 minutes, but may go longer depending on your questions.
Have a question?
kyle@harperfinancialplanning.com
Harper Financial Planning
By Appointment or Virtual
West Columbia, SC 29169
803-394-7537