An opportunity to know one another
We begin with a conversation, sitting down with a blank notepad and a pen to gain an understanding of each client’s goals and needs, financial status, investment history, risk tolerance and expectations. Additionally, we explain our investment philosophy and how it fits with their overall financial picture.
Our goal is to determine if we are a good fit for one another and to establish a comfort level for working together. This is why the initial phase may involve not just one, but multiple meetings. Once we are comfortable and ready to proceed, we open the accounts and initiate all steps for moving ahead.