The purpose of our initial meeting is to determine if there is a mutual fit. You need to make sure that the services I provide fit your objectives and I need to make sure that my services will benefit you. An ideal client for my practice is someone who is receptive to advice and whose situation I believe I can improve through my expertise.
Please bring the following items to our initial meeting:
This information will help me understand your current financial situation and make our time together more productive.
I strive to provide an outstanding level of service to a relatively small number of clients. I look forward to meeting with you and I appreciate the opportunity to help you achieve your financial goals. Thank you.