What Should You Expect When First Meeting With a Financial Advisor?


I believe the first meeting with an advisor should center around what I refer to as a “Discovery Meeting” or “Fit Meeting”. This is where I strive to get to the truth of what your issues truly are…

I see myself in this role acting much like a doctor, trying to understand your main concerns, listen to what you say (and don’t say), and by undertaking a thorough diagnosis to get to the real issues, and focusing on being a real problem solver.

As we get started on this journey together… we’ll carefully analyze your financial health, using our Envision® analysis or our LifeSync® process. This helps us better understand what truly matters to you and those you care most about.

Once we agree on your plan, we’ll put it into motion –I’ll put together customized recommendations, strategies and possible solutions for you to review.