Initial consultation

• You're under no obligation; your initial meeting with a financial advisor will be relaxed and informal.

 

• It's an opportunity to get to know an advisor and share your goals and dreams. 

 

• Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies.

 

• 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

• Professional help in clarifying your financial goals and priorities

 

• If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives

 

• Accurate information about our tailored strategies, including risks, benefits and costs

 

What to bring

• A list of any questions you have regarding your current financial situation

 

• Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention

 

• A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals