Get Acquainted Meeting
These complimentary meetings last approximately 60-75 minutes. A confidential online questionnaire completed prior to this initial meeting will help us to prepare for a thought-provoking conversation. Your individual needs, preferences, and expectations will be discussed so that we can be sure we understand your goals and values.
This meeting will give you enough information about how we think and operate to confidently decide if Connemara Group would be a good fit for the specific type of personal financial planning and investment advice you seek.
When you want to move forward, a Client Service Agreement will be drafted for you to sign and return, along with all necessary review documents, either electronically or via hard copy.
Call 301-321-3600 today to get started with Connemara Group’s fee-only financial planning services.*
* Please note, we are currently at capacity and are not accepting new clients at this time.