Broker Check

New Client Meeting Expectations

A typical first meeting can run about an hour. It is designed to be a discovery session where it will allow you to understand our process and philosophy in providing investment management to our clients but more importantly give your financial consultant an opportunity to get to know you, your goals, objectives, timeframe and risk parameters. To maximize our time together, please bring in the following documents:

  • a rough estimate of monthly expenses relative to your income sources (worksheet)
  • last year’s tax returns to help measure your tax sensitivity
  • recent statements from your investment plans currently in place