It’s important to choose a Financial Advisor who listens to your concerns, understands your financial needs, and values your input.

Just as you rely on your doctor with your health and your mechanic with your car, you’ll be entrusting your advisor with something of great value too — your financial goals and dreams. As your Financial Advisor, I want to know you as a person — not just as a client.

What to expect from me at the first meeting

Your first meeting with me marks the beginning of an important professional relationship.

Expect a candid, casual conversation in your initial meeting — it’s important to take the time to get to know each other. The first meeting is complimentary and will focus on your financial needs, goals and values. To help me understand your current financial status, it’s helpful to share information on existing financial accounts and income. Additionally, consider future financial goals you would like to achieve, including both short- and long-term goals. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

Questions to consider prior to the meeting

I want the right fit for you as much you seek the right fit with me. Before your first consultation, you’ll want to reflect on and be prepared to discuss:

• Your values about money and your vision for your future
• What life events are happening or could potentially happen
• Short- and long-term life and financial goals
• Any investment questions and concerns you may have
• Your current financial situation
• Preferred account management style

Remember, the more you share about your financial picture, investment goals, and risk tolerance, the better I will be able to recommend strategies and create an investment plan.

What you’ll receive moving forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with me, we’ll build an enduring relationship together, based on trust and client-first, objective advice. The foundation of this partnership is collaboration – making sure I understand who you are, where you are now, and what you want to achieve. Important elements of helping you succeed financially include:

• One-on-one financial advice aligned with accomplishing your goals and needs
• Personalized recommendations and strategies for a diversified portfolio
• Meetings to review your goals, progress and investments
• With advice supported by research and tools to track your progress, I can help you feel more confident and in control of your financial life.