Yes. In fact, we offer two complimentary financial consultation meetings at no charge to you.
Our firm designed a series of meetings to learn about your unique financial needs and then work towards your goals. In the first financial consultation, our advisors ask a lot of questions as we get to know one another. We listen to you to understand who you are and we also explain our values, our responsibilities, our compensation, and our philosophies.
After the first financial consultation meeting, our advisors analyze any data you provided to us on your current assets and goals. We also have you take a free risk tolerance exam at this point.
In the second financial consultation meeting, our team integrates your investment goals and risk tolerance to develop a draft of an investment plan tailored to fit your unique needs. We also discuss your specific asset allocation, current investments and corresponding Investment Policy Statement – essentially the recipe for your investment plan. Our goal is offer you a sample of the type of work you can expect and a look at how we’d envision working with you. We believe you should see us in action and understand our process before you commit to anything.