First Meeting

Making decisions that affect your financial future can feel intimidating. We use our first meeting as a time to learn more about you, your situation, your goals, and your risk tolerance. We never make recommendations without first learning about your particular situation. We’re here to provide you with sound, comprehensive advice in a comfortable setting and with a personal approach. In your first meeting you can expect the following:


Tell Us About You

Your advisor will walk through our confidential questionnaire and ask questions to get a better idea of who you are, your financial goals, and your lifestyle.


Learn About Us

In your first meeting your advisor will explain how they are paid, their techniques, and what you can expect from them going forward. They’ll take time to answer all your questions.


Review Your Current Financial Plan

Bring your financial statements to your first meeting – your advisor will review these to get a better understanding of your current financial situation. They will never change your accounts without your written permission.


Set Up A Second Meeting To Go Over Recommendations

At the end of your first meeting your advisor will set up a second meeting. Your advisor will then invest time and detailed attention to create recommendations to your plan. They’ll go over these recommendations with you at your second meeting.