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.
How does money a role in your life and why it is important to you?What is your money story?
What are your (financial and/or life) goals?What are your priorities?
What are your most important relationships?How have they impacted your life?
What are your major assets?
How have they been acquired?
What professional advisors are you currently working with?Who have you worked with in the past?
What type of process do you prefer when working with a professional advisor?What hasn't worked for you in the past?
What are your most valued personal interests?What do you love to do/experience?
There's no time like the present
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.
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.
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.
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