Your first meeting is designed to be simple, comfortable, and focused on you.

Your Story First

We start by listening. You’ll share what prompted you to reach out—whether it’s a challenge, a transition, or a need for clarity.

 
 

Exploring What Matters Most

Together, we’ll talk through your goals and priorities, and put everything on the table—big or small.

How We Work

We’ll explain our process and what it’s like to work with us, so you know exactly what to expect if we move forward.

 
 

Next Steps

Before wrapping up, we’ll outline what the next phase could look like—whether that’s another meeting, gathering details, or giving you time to reflect.

No Pressure, Just Clarity

This meeting isn’t about quick decisions. It’s about learning if we’re the right fit for each other.

 

Ready to take the first step?

It all begins with a simple, no-pressure conversation.

Want to know more about our Planning Process?

Planning Process for Clients