This initial meeting is not an elaborate meeting where we spend hours gathering data and digging into the details. This meeting is for you. It is an opportunity to see if we have a good fit. If you choose to work with an experienced, independent, fee-only CFP® & CPA, you’ll be working with one of the best and most trusted advisors in the profession. When comparing advisors at this level, your decision will probably be based on personality and style. And that’s what the first meeting should be about – getting to know each other.
The initial meeting usually runs about 45 minutes. Feel free to bring along investment statements, your tax return, or anything else you’d like to discuss. Our agenda will consist of:
- Discussing your concerns and what you’d like to accomplish
- Reviewing our services and approach.
- Answering any questions you may have.
- Reviewing a checklist of required documents, our financial goals questionnaire.
Please contact our office to set-up a complimentary initial meeting. You’ll be asked to complete a short questionnaire and send it back to us prior to our meeting.
Start Building Your Future
Our goal is to partner with you to clarify your goals, develop a plan, and guide you to continued success. We believe our best work is done for clients when we work together on an ongoing basis.