WHEN?

First Meeting

WHAT’S INVOLVED?

This is the initial appointment to explore the potential relationship between us.

WHAT IS BARR ASSOCIATES DOING?

We are learning about you—your hopes, dreams, and concerns. We are explaining what we do, how we do it and why we do it.

WHAT IS NEEDED FROM ME?

Before the appointment, please refer to the list of items that you have been sent. We encourage you to be as open and honest as possible when gathering the requested information. We look forward to reviewing your information and the items from the list at this appointment.

WHAT’S NEXT?

At this introductory appointment, if both parties feel the relationship can be beneficial, we would proceed to the Gather step of the process.