Becoming a Client
During our first meeting we will focus on creating a comprehensive plan for your financial well-being, including how you invest your money, home-buying plans, retirement planning, spending goals, and everything else that is important to you.
We will send you following documents to better prepare us both for your first meeting:
We are committed to assisting you with your ongoing financial planning needs. Part of this commitment involves touching base with you to make sure the information we have for managing your portfolio matches your expectations. Our annual meetings provide us with a wonderful opportunity to catch up with you and to continue our understanding of your financial priorities. They also give us a chance to review the financial details that guide our decisions involving your portfolio.
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