WHY: Our first conversation aims to determine if we want to invest more time and effort into getting to know each other.
- You want an optimal financial partner.
- We want clients we can truly help.
- We both want a mutually successful long-term relationship.
WHAT: In this 15–30 minute talk, you can ask me anything.
- I usually ask some variation of these questions:
- What is going on with you that has led you to seek financial advice at this time?
- What’s most important to you in a relationship with a financial advisor?
- Have you worked with a financial advisor or planner in the past?
- If yes, what was that experience like – what did you like, and what do you wish they would have done better?
- What role do you want me to play in your life/lives?
Then, I will email you some follow up information.
To schedule an appointment, we ask for your email and mobile number. The mobile number is just used to text you a reminder before the meeting. Naturally, you want to know what we do with that information.
We do not disclose non-public personal information (such as phone numbers, email or street addresses) about our clients or prospective clients to anyone except in the following circumstances:
- When required to provide services our clients have requested;
- When our clients have specifically authorized us to do so;
- When required during the course of a firm assessment (i.e., independent audit); or
- When permitted or required by law (i.e., periodic regulatory examination).