1 Initial Meeting
Every potential client relationship starts with an initial meeting for us to get to know each other. During this meeting, we will discuss your needs, goals and expectations. We will cover fees, risk tolerance, and investment philosophy at this meeting were you to become our client. There is no fee for our initial meeting.
2 Becoming a Client
Upon becoming a client we will discuss the information checklist required to establish your financial strategy, and as appropriate we will develop a personalized financial plan to match your specific needs. We have several ways to accept your electronic financial documents securely. We will discuss the best method for your needs. It is common for there to be many ongoing meetings between us as we get you set up.
3 Ongoing Service
We pride ourselves on our responsiveness and service we provide to our clients. Your goals and circumstances evolve; new jobs, inheritance, marital changes, kids’ needs, retirement and changing market conditions all require professional attention and a revisiting of our financial plan. Tweaks to your plan are common and expected. We meet via phone, Zoom, or in-person quite regularly with all of our clients.