Broker Check

First Appointment

What to Expect

Our first meeting should last between 30-60 minutes. This is simply an opportunity to see if we have a good basis to work together. You won't feel any pressure from us to make financial decisions during our meeting.

Our goal for this first meeting is to put you in a better position than when you arrived. Sometimes this is as simple as educating you about your finances or answering one of your burning questions that you have not received an answer to in the past.

What to Bring

You'll want to bring your most updated statement of investment accounts and insurance policies such as:


-401(k)s

-IRAs

-Life Insurance


And don't forget to bring your significant other!

03/20