Complimentary proposal
Why
You have worked hard to earn the money you have. You deserve to get a second opinion.
What we need
Much like a doctor needs to gather information about one's symptoms before making a diagnosis we too will need to learn about you. To make a prudent recommendation we will need information about your personal and financial goals, savings and investments, assets and liabilities, previous experiences and risk tolerance as well as income and taxes. All this being said, it will not be necessary to get into this much detail in our initial meeting; your investment statements will be a good place to start.
What you can expect
Our first meeting together is to get acquainted and determine how to best serve you. We’ll ask open-ended questions about your needs and expectations, and review our services to determine which ones might be appropriate. The average meeting time is 45 to 60 minutes.
Contact us to get started today. |
