There is no charge for the first consultation. 

At the initial consultation, we will have a conversation with you and discuss your your financial goals and objectives. 

 

You will be provided with a copy of my ADV Part 2A (registration with the Washington State Department of Financial Institutions) as well as other documents and articles of interest. You will then be quoted a fee based upon the services agreed upon. 

 

You are encouraged to come in with your spouse or anyone else who may be significant in the planning process. More specific documentation and information will be requested once you have chosen to become a Simmer Financial Planning, LLC client.  Contact me by e-mail or call the office for additional information or to arrange for your initial consultation.