You don't need to have everything figured out before this conversation. You may come in with clear questions, half-formed ones, or simply the feeling that something needs attention. This is a chance to notice what you're carrying before we begin.
A few reflections
01
What's on your mind as you head into this conversation?
There's no wrong answer here.
02
What's something about your situation that's hard to summarize?
The part that doesn't fit neatly into a sentence.
03
What are you hoping we don't rush past?
What deserves more room than it usually gets?
A few logistics
Time
Our first conversation is usually 45–60 minutes.
Where
Sasha will send the meeting details before you connect, whether you're meeting by video or in person.
What to bring
You don't need to gather everything in advance. Recent account statements, notes, or questions can be helpful, but anything missing can be gathered later.
What's next
After the conversation, Sasha will follow up with a short recap and any next steps that feel appropriate.
Bring what feels useful. We'll begin from there.
Confidential · Mitchell Advisory Group
Coming soon
Keep this for myself
In the full Meridian experience, you'll be able to save or print your reflection, bring it with you to the meeting, or simply keep it for your own reference.
Ready to share
Share before we meet
This link carries what you wrote above. Choose how you'd like to send it to Sasha before your conversation, so she can arrive with a clearer sense of what matters most to you.