I am looking forward to our time together! 

You will leave this meeting with an understanding of your top 1 to 3 financial priorities and an answer to the following question:

About how much should I be saving for retirement?

We will spend 15-20 minutes on a discussion of your background and what caused you to seek financial advice. Then another 10-15 minutes gathering financial details while saving the last 15 minutes to discuss how to prioritize.

**Topics discussed will be general in nature and any numbers discussed will be "ballpark amounts." It takes far more than 45 minutes to fully develop a financial plan.**