Our initial meeting is an interview that allows us to get to know you, and that gives you a taste of the way we work. We won’t ask you to sign any papers or make any commitments. We simply want a better sense of your current situation and your personal goals, so we can determine what we can do to help you achieve them. We’re candid. If we don’t think we’re a good fit for you, we’ll tell you, and we hope you’ll do the same.
Investment Plan Review
At our next meeting, we present our analysis of your current situation and any gaps that may prevent you from achieving your goals. We also provide our recommendations for bridging those gaps and making your goals a reality. This plan forms the foundation for our working relationship.
Mutual Commitment Meeting
Now it’s time to decide whether our firm can add value to your efforts and whether we should proceed. Should we both choose to work together, we commit to a collaborative approach focused on achieving what is important to you and your family, and execute the documents that will put your investment plan into action.
The transition to a new financial advisor can involve an overwhelming amount of paperwork. This meeting provides an opportunity to organize all the details and answer all of your questions, so you are completely aware of what is happening with your investments.
At regular intervals scheduled around your convenience, we’ll review any major changes in your personal or financial situation, and discuss any related adjustments to your investment plan. We’ll also review your overall progress toward your long-term financial goals and discuss advance planning recommendations.