What to expect when you meet with us?

Consultations are always complimentary. Where many advisors charge prior to giving any advice, we use our consultations as a way to share our value and offer as much substance as possible.

A first meeting with our firm is simply an opportunity to get to know one another. We are there to answer any questions you have along with sharing a little more about our approach and our investment philosophy. The first meeting is also used to gather sufficient information to run a comprehensive financial plan. As such, we will discuss estate planning, taxes, real estate, income, social security, pensions, debt, investment accounts, insurance, healthcare, succession planning, family support, and retirement objectives. This meeting will typically run about two hours. We promise to never sell you anything or ask you to become a client this early in the process.

About a week later, we will meet a second time to review the financial plan, go over a suitable investment approach, and suggest an appropriate action plan. From here, you are more than welcome to take some time to make a decision as to whether you feel we may be the best fit.