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Award Winning Advisor

Let's Have a Conversation About Your Financial Future

This first meeting is designed to be simple, educational, and pressure-free. We take time to learn about you, understand your goals, and share valuable information you can use whether or not you decide to move forward.

Request My Intro Call
Informational First Meeting No sales pressure. Just a clear, helpful conversation.
Personalized Discussion We learn about your goals and financial picture.
Valuable Takeaways Leave with info you can use — client or not.
Preparation for Success

What to Expect

Your first meeting, done right.

During this introductory meeting, we'll get to know you as a potential client and discuss the questions, concerns, and opportunities that matter most to you. Our goal is to provide meaningful guidance and insight, not a high-pressure sales pitch.

Whether we end up working together or not, you'll walk away with useful information that can help you make stronger financial decisions.

  • No sales pressure. Just clarity.
  • Personalized financial insights.
  • Clear next steps for your future.
Howard Frenia
25+
Years of
Experience

Pressure-Free Experience

Your first call is focused on education, clarity, and getting to know your situation — nothing more.

Designed to Build Trust

This meeting is structured to help you feel comfortable before you ever get on the phone.

Easy to Move Forward

Swap in your goals, concerns, and questions. Howard meets you exactly where you are.

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Informative & Helpful Tailored to Your Needs 100% Confidential

Your information is kept strictly confidential. Submitting this form does not obligate you to any products or services.