1First Meeting - When meeting you for the first time we want to set your mind at ease, giving you the confidence that your financial security, goals, and dreams can be achieved. We start with a fresh pad of paper; there is no agenda – simply a conversation about you. We will discuss and identify your financial concerns, goals and objectives. During our first meeting you will decide if you are comfortable building a long-term financial relationship with us.
2Second Meeting – After we have done our homework we will present you with some options that we think will strengthen your financial plan based on your financial goals and the risks you want to protect. We will discuss your options, and you choose the options most suited to your needs.
Having a financial plan is important. We understand that the time that it takes to put a plan in place is valuable. That’s why we will always provide the means to work with us at your convenience.
We will continue to revisit your plan, to ensure that the financial strategies you have in place still align with your goals and objectives.