Complimentary Initial Consultation Before we can help you, we need to understand your goals and objectives. We begin each new client relationship by completing an in-depth evaluation of your current financial situation. We then share with you, in a second meeting, the results of this analysis. This process allows a potential client to experience the level of service we provide to all of our clients. We offer a complimentary consultation because we believe in developing long-term relationships that are a good fit for both of us.