See what the first few meetings look like so you know what to expect
- Ask your most pressing questions
- Get to know each other and see if there is a fit
- I'll share how I can help, or point you in the right direction if I'm not the best man for the job
We will clarify where you are now, where you want to go, and what obstacles may be in your way. I will help organize your financial information and gather your important documents for review.
I present the items found to improve your situation and collaborate on next steps for you to work on (AKA The "Plan"). At this point, if we agree to work together, I'll prepare the client agreement forms to move forward.
Paperwork and Planning
Once your paperwork has been signed I begin opening your accounts and putting your plan into action! If necessary, transfers from old 401(k)s or outside investment accounts are initiated and you are notified throughout the process.
A plan never survives first contact with real life. We meet in the Spring and/or Fall to ensure any necessary course corrections are made and your life events are successfully maneuvered.
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