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If you and your planner are comfortable that there is a mutual fit for your needs and our services, you will come in for a confidential get-acquainted meeting. The purpose of this meeting is to further discuss your needs and how we may be able to help you reach your dreams. This is your chance to ask any questions you have and assess whether you would like to move forward.
Be prepared to discuss the types of services you are interested in, your financial planning goals and dreams, and your expectations from your financial planner and investment advisor. Essentially, we want to understand what a successful financial planning relationship looks like to you.
In most cases, you don't need to complete or bring in any paperwork. We can handle that after you decide to become our client. We want you to be completely relaxed and unencumbered by numbers at this stage.