Broker Check

What to Expect

What to Expect

1st Meeting Discussion 

- Discuss the high-level aspects of your financial situation.
- Review important financial documents.
- Create objectives based on your needs and goals.


2nd Meeting Discussion 

- Review our initial financial plan and recommendations,
- Discuss the timeline and necessary resources to achieve your goals.
- Decide whether or not to move forward with the relationship.

During the meeting

Offer valuable advice. 

Whether you decide to retain us or not, we’re committed financial professionals passionate about educating you on your financial situation.


Prioritizing Your Interests. 

Purely motivated by your own success, our recommendations are solely based on your unique needs and goals.


Offer a second opinion. 

Even if you have a trusted relationship currently, going through our holistic process allows you to see your situation from a different perspective. Another opinion can show you whether or not you are receiving maximum value.


Cost

Ready to get started? 


Our helpful team is ready to answer your questions and provide the guidance you need for today and tomorrow. Contact our office today to set up an appointment with our experienced professionals. 

Costs can range from: $0-$500, $1.25 to $1.5, $550-$1m, $1-$1.25, $1m+