Client Profile
Your Total Client Profile
NO TWO INDIVIDUALS ARE ALIKE
Developing your unique Total Client Profile begins with our first Discovery
meeting and the issues we discuss during that important encounter.
Everyone has different circumstances and aspires to different dreams. As your financial advisor, we can meet your needs well, only when we know you and your unique life situation well. We believe it is important for us to deeply comprehend not only your investments and other assets, but your most important values, goals, relationships and interests.
THIS LEVEL OF INSIGHT PROVIDES SEVERAL IMPORTANT BENEFITS
It allows us to construct an investment plan that will maximize the probability of achieving all that is most important to you and your family.
It sets the foundation for our long-term relationship.
It enables us to work with you in precisely the ways which you prefer.
THERE'S NO TIME LIKE THE PRESENT
Let's Schedule a Discovery Call
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.
