Hi! It’s Chris Drew. I wanted to reach out and let you know what to expect in your upcoming visit with our office. This first meeting is a chance for you to get to know us and for us to get to know you and see if we are a good fit for each other. This conversation should last about an hour, and we will focus on your short and long-term goals, where you are financially, and where you’d like to be. You’ll also learn who we are, who we work with, and how we are different and what we do for our clients. Please bring any information you feel is relevant to this conversation such as your current investments, recent tax returns, debts, and income. Please let us know if you have any questions. I look forward to meeting with you soon!