Initial Meeting
During our initial meeting, we will start by getting to know you and understanding your priorities, interests, goals, and expectations when working with a financial advisor. The more we know about how you and your family envision your future and what is most important to you, the better our ability to provide guidance on how to achieve your goals and dreams.
We recognize that each individual or family may have their own special circumstances. This is why we feel it is important to collaborate with clients to find the best way forward and tailor the experience based on their specific needs. We will work together to define the scope of the financial planning relationship, what areas of planning to prioritize, and discuss options to implement recommendations when the time comes.