1. Introduction and Discovery
The initial meeting is an opportunity to discuss your goals, objectives, concerns and investment experience, and to learn about our wealth management process. We will gather sufficient information to prepare a draft financial plan and investment proposal for presentation at our second meeting.
2. Proposal Meeting
During this meeting you will be provided with the following:
Clients may choose to open accounts during this or a secondary meeting.
3. Quarterly Review
During your quarterly review we will cover the following:
Market update and expectations going forward
Review cash flow needs/savings
Review Will and Power of Attorney
Other concerns you may have for discussion