Meeting | What to expect... |
| 1. We meet formally at my office or yours to discuss our mutual expectations and to determine if there is a fit to move forwards. | -
I will prepare and provide you with a flexible agenda built around getting to know you. Many clients have expressed that they were surprised to learn a lot about themselves during this meeting. I will ask you to bring your latest investment statements and a copy of your most recent written Financial Plan & Investment Policy Statement in addition to anything else finance related you'd like me to help with or review. This is a no obligation consultation that will help you regardless of whether you choose to be a client or not. |
| 2. We meet again within 2 weeks and I present a formal proposal of what your investments will look like in my care in addition to a full Wealth Management proposal showing you how my team and I will work to not only grow but preserve your money to leave a lasting legacy for what’s most important to you. | At this point, you would decide if you wanted to move forwards and we would sign account opening & transfer forms to make it official. If we’ve determined that the fit isn’t right for us to proceed, I will introduce you to my trusted colleagues or partners. At the very least, after spending some time together, the proposal I draft for you based on the discovery conversation we had in the first meeting will provide recommendations and next steps that you can use with your existing advisors- if the outcome is that you are able to do this, I'll be happy. |
| 3. We meet again after you receive your first statement to review it and address any questions. | Your formal Investment Policy Statement is presented I provide you with a Financial Planning Questionnaire to get the financial planning process in place We address your immediate priorities and prepare a plan for the rest |
| 4. Our formal review meetings for the next 2 years are pre-booked so that you know when we're meeting next | Guidelines for why we and how we will contact one another are discussed & outlined Ongoing meetings with my Wealth Management experts will be booked to address your goals and objectives as we come to them throughout the plan |
