New Client Meeting

One of the purposes of the first meeting is for you to learn enough about our team and our firm so you can determine if you would be comfortable beginning a holistic financial management process with us.

At the same time, we will want to learn enough about you so that we can give you an initial assessment of the range of services and strategies which might be appropriate for you, and whether we are the right people to assist you in achieving your financial objectives.

We will plan on discussing your goals, concerns, investment experience, health and family, and any other factors which affect your financial well-being and long-term planning.