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1. INITIAL CONSULT

The primary purpose of this meeting is for you to learn more about us, and us about you. Items we may discuss include:

  • Your previous experience with investing
  • Your financial goals including your current financial situation
  • How our firm can help you

2. SET THE PLAN

Once the advisor has reviewed all the aspects of your goals, you will meet again to set in motion those goals. We will make recommendations, give guidance, and answer any questions you may have.

3. REVIEW THE PLAN

We will review your plan and the results with you on a periodic basis. This meeting gives us all an idea of how things are going and what changes need to be made for you to stay on track.

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