The First Meeting: Is There A Fit?
After you've made contact with us, we'll mail you an INTRODUCTION KIT that provides additional information about our practice. We will also schedule our first meeting.
If meeting in person, you'll be greeted at the front door by a CLIENT ASSOCIATE and offered something to drink. I'll arrive shortly thereafter and lead you to my office.
Whether in the office, or via a phone or video call, I'll present you with an AGENDA for our meeting that details the specific topics we'll cover during our time together. Broadly speaking, our purpose will be to determine if there is a FIT between us that allows us to build a foundation for a long-term relationship where we fully understand each other.
Whether in the office, or via a phone or video call, I'll present you with an AGENDA for our meeting that details the specific topics we'll cover during our time together. Broadly speaking, our purpose will be to determine if there is a FIT between us that allows us to build a foundation for a long-term relationship where we fully understand each other.
I will consider our chemistry, your objectives and if what you are looking for is something we can deliver on, your investable assets, and my desire to trust you and begin a long-term relationship.
You'll need to consider our chemistry, our philosophical alignment, our ability to provide what you are looking for, and your desire to trust us and begin a long-term relationship.
WE WON'T MAKE ANY DECISIONS during our first meeting. We'll use the time to get to know each other. Later we'll determine whether or not there is a FIT and decide in what direction we want to proceed.
You'll need to consider our chemistry, our philosophical alignment, our ability to provide what you are looking for, and your desire to trust us and begin a long-term relationship.
WE WON'T MAKE ANY DECISIONS during our first meeting. We'll use the time to get to know each other. Later we'll determine whether or not there is a FIT and decide in what direction we want to proceed.