What you will need
for your first meeting with us

Our process begins with an introductory meeting, which is designed to help us develop a true sense of who you are and what you expect. During this meeting we will talk to you about your financial goals and your fears, and any previous financial experiences you’ve had. We’ll review your existing tax plan and your current allocation of assets. Once we determine how much risk you’re comfortable with, we’ll develop a plan to help achieve your financial goals.

To help you prepare for your first meeting with us, we’ve made these documents available for you to complete prior to your appointment: