Frequently Asked Questions About Your Initial Consultation

WHAT SHOULD I EXPECT FROM MY INITIAL CONSULTATION?

In our meeting you’ll experience the very powerful first steps of our innovative process that's designed to develop, implement and maintain your path to financial peace of mind and freedom to enjoy life.

We’ll review the information you provide to us and then identify your financial dangers, strengths, and opportunities. This meeting is about aligning your financial choices with what’s important to you.

WITH WHOM WILL I MEET?

You will meet personally with our nationally recognized Certified Financial Planner and Retirement Specialist, Linda Laborde Deane, to discuss your situation and to experience for yourself the first steps of our innovative process.

WHO MUST ATTEND OUR MEETING?

If you are married, it is essential that both spouses attend. Having both of you present is absolutely necessary to enhance your experience and increase your potential of reaching your personal and financial goals.

 

WHAT DO I NEED TO BRING TO OUR FIRST MEETING?

After scheduling your appointment, we’ll provide you with our Financial Independence Profile, which tells you exactly what investment and retirement documents to bring with you in order to make our meeting a successful experience for you.

IS THERE A COST OR OBLIGATION FOR MY FIRST MEETING?

No, your initial consultation is at our expense. At the conclusion of our meeting, we’ll mutually determine if there’s a fit for our working together.

IS PARKING AVAILABLE?

Yes, we maintain two paid, reserved parking spaces for our clients and guests in our office building’s annex garage. Our CBD office is conveniently located…Just two blocks from several I-10 exits and the Superdome. A directional map and parking instructions will show you specifics.

 

We Help Successful People on Their Path to Financial Peace of Mind and Freedom to Enjoy Life