Organization Meeting

This meeting is designed to help organize all the paperwork you have received and set up a system to keep it organized moving forward. Typically, it’s 45 days after our Mutual Commitment because we do not want you to feel overwhelmed by all the information you’ll collect, but to have a clearer picture of your finances to help you continue to make informed decisions.

This meeting is designed to help organize all the paperwork you have received and set up a system to keep it organized moving forward. Typically, it’s 45 days after our Mutual Commitment because we do not want you to feel overwhelmed by all the information you’ll collect, but to have a clearer picture of your finances to help you continue to make informed decisions.