We make sure to cover all of the essential areas and focus on what is important to you. A review of our credentials and what is unique about our approach to financial counseling is discussed. BARR Financial Services has developed a very specific process that works through Life Planning in stages. It will be reviewed within the Complimentary Consultation.
An agenda of the items we cover will be sent to you prior to your consultation to help us make effective use of the time. You are under no obligation with regard to this meeting – there is no fee and you will not be asked to purchase anything.
The consultation is to simply get to know you-- and for you to get to know us-- as we discuss our process and the wide variety of solutions available to help achieve your family’s mission. In addition, we actually show you a sample of our work.
Please fill out the form below or call us if you are looking for help, guidance, or direction in your Life Planning.
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