In order to best understand my approach and how I can best serve you, this introductory meeting will be via zoom. If for some reason, you wish to have a phone call instead please contact me at dave@hermosaadvisors.com to let me know.
I will also subscribe you to my weekly newsletter "The View from Hermosa" , which you can easily unsubscribe from if it is not your cup of tea.
Introductory Discussion - Complimentary with David Pedersen
30 minutes
During this initial discussion, I will share more about what we do and how we do it to see if it is a great fit with your needs. Potential clients enjoy this informative, no-obligation discussion to see if my approach is right for them. ...