We like to think of our first meeting as an information exchange. We take this time to focus on getting to know you so that we can identify what you feel is important as well as who you are financially. It is also extremely important that you are comfortable with us, so we encourage you to come with all of your questions and ask away! In order for us to provide the best service, we ask that you gather the following for our first conversation:
Once we decide to work together, it is important for us to gather more information so that we can analyze it and propose appropriate solutions.
This information includes, but is not limited to:
We will provide you with a checklist prior to our meeting so that you can be sure that you are gathering all the necessary information. If you agree with our solutions, we will then take action and continue to review the progress of your accounts.