Preparing for Your Appointment
We're honored that you're considering working with us to help pursue your financial goals. Here are three ways you can prepare our first appointment.
1. Think about why you're investing
Understanding the "why" will help you be better prepared to discuss your goals and strategies to help work towards them. What's important to you and your family? What do you want to achieve?
2. Gather your statements
If you've worked with a financial advisor before, it's helpful to know about your current investments and your experience to date. If you're new to the investing world, we promise to talk with you, not at you. Our goal is to empower you with the knowledge you'll need to pursue your goals.
3. Bring your questions
I want to make sure I answer any question you may have about how we can best work together to help you pursue your financial goals.