Coffee With an Advisor

A Fresh Start!
Pour a cup and bring your thoughts and curiosities. The start of the year is a natural time to evaluate your goals and priorities, capture momentum, and plan for the year ahead. This space is designed to welcome everyone, whether your questions feel simple, complicated, or somewhere in between. It’s a relaxed, open conversation about money, planning, and whatever’s on your mind. Kassie Reid from Greenhill Financial Planners will be on hand to chat.