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.
Note: if you have already met with us one or more times, click here for the full list of meeting types.
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).