Self Worth Financial Planning offers a "Get Acquainted" (GA) meeting at which we will discuss your current financial situation, objectives and concerns. It is an opportunity for us to exchange information and for you to determine, at no charge, if we are the right financial planning firm for you. After the GA meeting we will present you with a fee quote for providing our financial planning service. This first meeting will last anywhere from 45 minutes to an hour and this GA meeting does not obligate you to retain our services.

If you are interested in setting up a GA meeting we ask you to go the Forms page of our web page to download the Confidential Questionnaire. We require that you bring the completed Questionnaire to the GA meeting; this will make our meeting time more productive and allow us to give you a firm fee quote for our services.

If you would like to schedule a GA meeting please feel free to call our office at

(214) 774-4826.

We look forward to hearing from you.