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Meeting Process

Here's what we'll Cover in our first meeting

  • Discussion about your goals
  • Answer your questions
  • Educate in areas where you're looking to learn more
  • Discuss your investment philosophy
  • Discuss our investment management process
  • Our compensation structure
  • Client-Service Model
  • Financial Planning Process
  • Brief overview of  key planning areas
    • Retirement, investments, estate planning, college, tax-planning, and risk management

Download the pre-meeting checklist

Take the Financial Life Checkup

Questions to ask in your first meeting

Check the background of this firm/advisor on FINRA’s BrokerCheck.