Preparing for Your Appointment

Advisor shaking hands with clients

Three ways to prepare for our first meeting

We're honored that you're considering working with us to help achieve your financial goals. Here are three ways you can prepare our first meeting:

1. Think about why you're investing

Understanding the "why" will help you be better prepared to discuss your goals and strategies to help reach 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 achieve your financial goals.

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