Broker Check

Becoming a Client

What to Expect in a First Meeting

The primary goal of the first meeting is to build an initial understanding of your current financial picture and long-term goals. You come to the table with an understanding of your hopes, dreams, fears and uncertainties. We come to the table with years of planning experience, strong financial credentials and a wide range of possible strategies. Our goal is to understand how you got here, where you are headed, and to ensure that you have the strategies to help you move forward in achieving your financial goals.

These questions have been crafted over many years to enable us to look at the breadth of your financial situation. We can then identify your strengths and your gaps, if any, and help you utilize your strengths to fill your gaps.

During our initial meeting we will discuss 6 questions, covering the following topics:

  • Retirement Goals and Savings
  • Cash Flow
  • Wealth Preservation / Estate Planning
  • Risk Management
  • Accumulating for the Future
  • Tax Strategies

Planning and Analysis - What to Expect In Future Meetings

As appropriate, we build on the information developed in our first meeting to perform analysis and develop a holistic strategy for your overall financial picture. Included in our analysis are specific recommendations for a path forward. We consider the important balance of saving for the future while living a full life today and addressing risk.


We systematically address each aspect of our recommendation guiding you through execution and implementation of the long term strategy discussed and reviewed during our meetings. Once the path is defined, we work with you to methodically implement the plan. Opening accounts, transferring assets, obtaining insurances, and implementing estate plans while carefully considering tax strategies forms the foundation of our relationship.

Contact Us

Thank you!
Contact Us