What can you expect from your first meeting?
Our first meeting is complementary. It’s all about a great conversation. Our priority is to get to know and understand what is important to you.
We want to ensure that you feel comfortable and safe to disclose all concerns that you may have in regards to your financial affairs. What often begins with one question, leads to another.
Commonly, a big money question like “do I have enough to retire?" begins a conversation about what you will be able to gift to your beneficiaries in the future.
By the end of the first meeting, you should know whether you want to proceed with the next steps: these are to provide us with the details of your financial affairs so we can complete a financial plan for you.