Meet Our TeamContact us and schedule an opportunity to meet our team. The goal of this complimentary conversation is simply to get to know each other and determine if we are the right fit for you.
Office: (208) 732-7695
Fax: (208) 969-9968
What should I bring to my first appointment?
Anything that you feel comfortable bringing that can help us to understand where you are financially and what you would like to accomplish would be appropriate to bring to your first appointment.
This may include some or all of the following:
*Any conversation and/or material shared will be in strict confidence as noted in the Financial Planning Services Agreement.