An initial meetup is a good idea for several reasons:
- to find out if we are a good fit for each other;
- to allow us to find out about you, your dreams & goals and what is keeping you awake at night;
- to allow us to run a financial ‘checkup’ on your personal or business affairs; and
- to explain how we work with you and what that investment in your financial future will be.
We don’t charge a fee for this initial meetup but would seek a donation of $200 for the value of our time together to support Warrnambool and District Food Share – a local ‘not-for-profit’ organisation that we are passionate about supporting and who our team members volunteer 2 hours per week on a roster basis every Wednesday morning.