First and foremost, it’s all about you, the client.
It starts with a conversation.
A conversation about who you are. Your goals, dreams, values, experiences, expectations, issues, and concerns.
More about you and your family, and your family history.
Some financial facts are needed.
Would you like to know your investment risk number?
Then some more conversation.
We’ll provide some solutions we see as appropriate.
Have we shared some things with you that you didn’t know before?
Do you want to keep things the same, or make some changes?
Where do you see us fitting in?