Initial consultation
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You're under no obligation; your initial meeting with a financial advisor will be relaxed and informal.
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It's an opportunity to get to know an advisor and share your goals and dreams.
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Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies.
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While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect
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Professional help in clarifying your financial goals and priorities
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If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
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Accurate information about our tailored strategies, including risks, benefits and costs
What to bring
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A list of any questions you have regarding your current financial situation
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Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
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A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
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