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.