An Initial Meeting

After a phone or email conversation with an advisor, the relationship should progress to an initial meeting in our offices. When couples are involved, having both present is important. Hearing voices and seeing faces, of the people who will be affected together, conveys a great deal of understanding. Expect the meeting to include at least two of us, where we talk more about your perspectives than documents. We want to hear the issues that motivate you to seek our help. We will take notes and discuss ways we can approach issues we see. The documents can be interpreted later. A goal for us during this meeting is to help you feel strongly that your effort has been worthwhile. It is rare that we can resolve all the issues in these meetings. It is also rare that we cannot resolve several of them. Like the entire relationship, we want this meeting to be valuable for you. Click here for guidance on preparing for the meeting.

Your Recommendations Report