Here’s what you can expect in our initial conversation:
- A focus on you, your goals, and your values through a guided discovery conversation.
- An understanding of your financial and family situation, your point of greatest urgency and your point of greatest potential.
- A description of the process we will use to fully analyze your current situation, present recommendations and a detailed plan of action and follow up.
- A clearly described investment philosophy and working relationship.
- Fees clearly explained and questions answered.
- A mutual determination as to whether we are a good fit for each other.