|Our Prospective Client Process
INTRODUCTORY MEETING: Generally, the first step in a potential relationship is an introductory meeting. The first meeting always comes with no cost and no obligation. At the meeting we will get to know each other. Our goal is learn about you, your family, your goals, and how we might be able to help. We will answer any questions that you may have, and at the end determine whether or not it makes sense to move forward with a relationship.
PLANNING / INVESTMENT MEETING: After we make the decision to work together, we will schedule our next meeting to start the financial planning or investment process, depending on which service(s) you choose.