New Client Meeting Expectations | |
| Initial Meeting | This initial meeting will only be about 30-45 minutes, and will ensure your situation matches our expertise. We want to be sure it is a good fit for both parties. |
| First Office Meeting | This meeting allows us to become clear of your goals, concerns and unique financial situation. It is helpful for you to bring along requested documents to guide our analysis. |
| Our Financial Plan/Analysis | Our team comes together to compile your financial plan, answering your biggest questions.
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| Second Office or Phone Meeting | This meeting allows us to present our plan to you, letting you know exactly what we recommend to achieve your financial goals. |
| You Decide | If you are ready to embark on the recommended financial plan, we are ready to work together. |
| Complete Paperwork/Answer Questions | At this time, you will complete the necessary paperwork to become a client and complete any additional paperwork needed to put your accounts in the optimal financial plan. |
Our first step is an initial inquiry. Reach out to us by visiting our contact page and we’ll discuss your financial needs and how we can assist you.