Grannis Farley

Our first meeting

Our process begins with an introductory meeting that is designed to help us develop a true sense of who you are and what you expect. During the meeting we will talk about your financial goals, your concerns 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 pursue 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: