To be an effective partner, we need to know you and your goals. It all starts with a conversation — about you, your family, your future and your goals in life.
At our initial consultation, we'll discuss your financial goals and any concerns you may have. We will work closely with you to understand your current situation, show you how to set realistic goals and then work out the steps you need to take to achieve them.
This meeting is at our expense and there is no commitment on your part to proceed any further.
- Building a relationship of trust with your advisor is key to helping you achieve your financial goals and dreams.
- Be prepared for your first meeting — and ask lots of questions. Don't worry about being too pushy or annoying. This is an important decision, and we will welcome the questions.
- Expect a candid, casual conversation in your initial meeting — it's important to take the time to get to know each other.
Questions to think about in advance of the meeting.
It is a good idea to make up a list that contains the financial goals that you wish to have — just so you don’t forget anything during your meeting.