WHY: Our first conversation aims to determine if we want to invest more time and effort into getting to know each other.

That’s it.

  • 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.

Your Privacy

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).

Our Full Privacy Policy is available here at “Form ADV Part 2A and 2B”. Click the box “Part 2 Brochures”, then scroll to the end.