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.|
|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.