Discovery
Each client relationship begins with essential conversations about the key financial and personal matters they face. These conversations extend well beyond discussions about the markets, risk tolerances and investment philosophies to uncover the personal values and family dynamics that shape their most important goals and most pressing concerns.
Getting Started
In a one-on-one meeting we will conduct guided fact gathering in order to understand where you are today and where you want to be. We cover both the data-driven facts, as well as communicating your feelings, hopes and goals.
We discuss your questions and concerns with ideas on how we can work together to improve your financial well-being. Our first meeting is complimentary, with the goal of getting the conversation started and get to know each other.
Click here for a list of suggested information to bring to your Initial Consultation
