No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial plans, goals, and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Before we meet for the first time, we will ask you to gather information and specific documents to bring with you to the meeting so that we can accurately discuss your needs. All of our meetings are held in our office, where we have access to reports, information, materials, and forms. This way we don't delay putting your requests into action. Meetings generally last about an hour to an hour and a half. If you can't gather everything, don't worry--it is the meeting that is most important.
During our first meeting, we will:
We will also gather information about:
During the second meeting, we will:
In addition, we will answer all of your questions regarding: