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Initial Consultation

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What will we cover?

After our initial discussion, we should both be clear on:

Your general current position, and if it has scope for improvement

How your business and personal goals are tracking

Some simple initial suggestions to make some minor improvements to your current position

How Fit to Retire might help you achieve your long-term goals

What fees are for the different services we offer

There’s no cost for this meeting, just an opportunity to get to know eachother and understand if we are a good fit.

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Book an initial discussion

To get started, just find a date and time that works best for you in our booking calendar, and once booked you will receive an email confirming the meeting.

 

Initial consultations are generally held by a Zoom call (video-conferencing), but if you prefer to meet in person, or by telephone, please state this in the booking notes and we will arrange this instead. (location and time permitting)

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Initial discussion

If you are interested in working with us, click on the link below to book an informal chat.

By the end of the call we should know if we are a good fit for eachother.

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