If you're ready to take control of your finances, the next step is to book your first complimentary meet and greet with Jay. We know this can be a scary process, which is why this first appointment will feel more like meeting new friends, rather than an interview with a new financial advisor. This initial meeting is a chance for us to meet and get to know each other; we want to fully understand what is important to you, where you are today, and where you want to go.