How do we introduce ourselves to each other? Our approach is different

Upon receiving a call or e-mail from someone interested in learning more about our services or becoming a client, most advisors respond by requesting financial statements. We don’t. Our well-defined, comfortable introductory process speaks more to the importance of good chemistry than the sum of a person’s financial assets. It’s a disarming process, one for which we’ve received positive feedback since we began using it in 2008.

Our comfortable introductory process also speaks to a core tenet of Michelle’s business philosophy: she’s not the right person for everyone. With this in mind, it’s critical to determine the ‘fit’ at the very beginning, prior to engaging in a more formal business relationship.

Upon receiving a call or e-mail from a person interested in learning more about our services and becoming our client, we will arrange for a Fit meeting: a brief, scheduled, complimentary, informal phone conversation with Michelle that provides both parties the opportunity to learn more about each other. Perhaps Michelle will learn more about the person’s needs, goals, pain points, fears, expectations, family dynamics, financial habits and behaviors, and relationship with money; perhaps that person will ask Michelle to share information about her process, services, investment philosophy, education and training, credentials, or childhood experiences with money. The Fit meeting is an opportunity for both parties to ascertain if they independently feel they are a good fit for each other in terms of what is needed and what can be provided.

If you appreciate the information on the many pages of summitbehavioralwealth.com, and our introductory process and Fit meeting are appealing to you, please reach out to us.