Let's Start the Conversation

Choosing a financial advisor is an important decision. Whether you have a specific question or are looking for ongoing financial guidance, we'd be happy to learn more about you and your goals.

There's no obligation—just a conversation about where you are today and where you'd like to go.

Schedule a Complimentary Consultation

During our first meeting, we'll take time to understand your financial goals, answer your questions, and discuss whether Liberty Point Financial is the right fit for your needs.

Our introductory consultation typically includes:

✓ Learning about your financial goals

✓ Reviewing your current financial situation

✓ Answering your questions

✓ Explaining our planning process

✓ Discussing how we may be able to help

There is no obligation to become a client.

Frequently Asked Questions

How long is the first meeting?

Most introductory meetings last approximately 45–60 minutes.

What should I bring?

If you'd like, you may bring recent investment statements, retirement account information, or any questions you'd like to discuss. However, no preparation is required for our initial conversation.

Is there a fee for the first meeting?

No. Your introductory consultation is complimentary and provides an opportunity for us to learn about your goals and determine whether we're a good fit to work together.

Can we meet virtually?

Absolutely. Many of our clients choose to meet through Zoom or Google Meet for convenience and flexibility.