What can I expect from an introductory meeting?

In your meeting, you can expect to learn more about our firm, our process and discuss your current situation, concerns and goals. This meeting, held with a Certified Financial Planner™ professional, generally lasts 90 – 120 minutes. You will also discuss any estimated costs associated with your desired investment advice and/or financial planning services.

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    Talk to a financial planner briefly about your situation to see if we can help. The initial call is free.

Author: Callahan Financial Planning

Callahan Financial Planning is an independent fiduciary financial advisory firm, providing planning on a fee-only basis, without sales commissions, with offices in San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado.