Get to know each other

Service Description

Let's have a no pressure conversation about your life and mine. Sometimes people don't mesh and that is okay, so let's just take a quick 30 minutes to see if working together is even appealing to us. Questions you should ask me: 1.) How are you paid? 2.) What is your investment philosophy? 3.) Can you do _______? (fill in the blank with something you want) Also, come with any questions you need answered. There is nothing wrong with taking some actual value from this meeting.

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