Initial Consultation

Service Description

At Eureka Wealth Management, we provide a wide range of consulting services tailored to our clients’ needs. The first meeting will allow for us to connect so that I can understand your short and long-term goals. We will also determine how we can work together. There is no cost for this meeting. Please bring your financial questions and, if you wish, you may bring your financial documents as well (I will email you the details after you book.)