Wondering What To Expect In Your First Visit?

A brief outline of the four core phases of your first meeting:

Discovery: At the beginning of our visit we’ll spend some time just getting to know each other. With the busy pace of life these days, it seems like most people no longer take the time to get to know each other. Because we treat and view all of our clients as family, this step is important to us. We believe that a strong connection is the key to good, long-term relationships.

Q&A: We understand that you probably already have a number of questions swirling around in your head that you’d like to get answers to. We anticipate more questions to arise as we work through this process. That being the case, we’ll spend as much time as we need to address each of the questions you come in with.

Goal Assessment: Another critical component of our first visit will be to help you concretely define and organize your financial goals. While you may have many different goals (and some that compete with each other), this step in our process is like drawing a set of blueprints for a new home. Without a clear picture of where you want to end up, all the planning you do is really just guesswork.

Situation Analysis: While the majority of the analysis we do takes place after you leave, we value your input because it helps us understand where you currently are. Toward the end of our visit, we’ll spend some time going over your financial statements (and any other important financial documents you bring with you) so we can gain a clear understanding of your current financial situation.

Form: “Getting To Know You”

This form covers the basic information your advisor will need to know for your visit and requires you to create a free account with our secure provider, Precise FP.

Please use your cell phone as your primary contact phone number in order to allow for double authentication.

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