New Client
First Meeting
In our first meeting, we'll explore your financial goals, current situation, and risk tolerance to craft advice that suits your unique needs. We'll also review our services and fees, providing a clear roadmap for the next steps in your financial plan.Suitability Meeting
During our suitability meeting, we'll conduct a thorough review of your financial and investment goals, along with an in-depth look at your financial habits. By analyzing your current financial statements, we'll align your goals with a tailored plan to help you achieve them.Existing Client Only
Quick Call
This meeting is perfect for existing clients that want to discuss a specific financial topic or to touch base.Follow Up
Our follow up meetings are for more comprehensive topics regarding your financial plan.Annual Review
During our annual review we take time to update financial information and adjust goals, as needed.