1. Get to know each other

2. Understand who we are

3. Understand your "why"

4. Discuss options of working with THE PATH

5. Determine direction and strategy

This meeting typically lasts 45-60 minutes

1. Discuss strategy around achieving your goals

2. Review specific recommendations

3. Review action steps to help you achieve your goals

Keep us in mind when your life has any changes. The more we know, the more we can help you reach your goals. Some changes may include:

1. A new job

2. A new marriage

3. A new home

4. A new beneficiary