Thank You for taking the time to meet with us!
Our goal for any client or family we meet with is to position them for the most positive client experience they can have. We realize that the experience we provide may not be the ideal fit. We respect that.
This is why we want to get know you first. We want to understand your values, experiences, and philosophies. We believe that this will help us and you define the client experience you are searching for.
Based on this conversation, we move to the 'next steps'....
Client Resource: What can you ask your potential/current advisor?