What to Expect From Our First Conversation
Whether you just booked a time or you're simply curious before reaching out, here's exactly what happens when we sit down together for the first time.
Complimentary, About 50 Minutes
The first conversation is always complimentary, with no obligation to move forward. Plan for about 50 minutes — enough time for a real conversation, without running long.
Phone or In Person — Your Choice
We're happy to talk by phone, or meet in person at our Kingsport office at 225 W Center St, Suite 212, Kingsport, TN 37660 — whichever is easier for you.
Nothing to Prepare
No paperwork or account statements are required. Come as you are — this first conversation is simply about understanding your goals and seeing if we're a good fit.
What We’ll Cover
- check_circle Your goals and current financial picture — in plain language, no jargon required.
- check_circle The priorities you identified in your discovery questionnaire, if you completed one.
- check_circle How we work, and how we're compensated — asked and answered plainly, up front.
- check_circle Whether it makes sense to work together — and if so, what the next step would look like. No pressure either way.
A Few Quick Answers
No. Introductory conversations are always complimentary.
No paperwork or account statements are required. If you'd like, you're welcome to complete our confidential discovery questionnaire beforehand so we can make the most of our time — but it's entirely optional.
Yes — we're happy to meet by phone or in person at our Kingsport office, 225 W Center St, Suite 212, Kingsport, TN 37660, whichever is more convenient for you.
Every Calendly confirmation email includes a link to reschedule or cancel, no hassle.