Our initial meeting is dedicated to getting to know you and offers an opportunity for you to get to know us. Financial planning is very personal, and we created this meeting as a safe space where you can feel comfortable to be yourself and share what’s on your mind.
Hopefully we’ll have a meaningful conversation around your life goals. The more we can learn about you, and you learn about us, the more confident we can feel about our potential relationship. We want to make sure we are a good fit for each other.
Step One: Schedule
Schedule your complimentary 1 hour Zoom or In-Person FIT meeting:
Step Two: Getting to Know You
We ask that you complete and return our introduction packet prior to our first meeting. The completed form can be uploaded to the secure link below. This will give us an opportunity to get to know a little bit about you before our meeting.
Step Three: FIT Meeting
This is a time for us to get to know each other. You may have something specific on your mind or maybe you are unsure as to what questions to ask or even what a wealth management professional can do for you.
Consider these Common Questions:
Retirement Planning
When can I retire?
Tax Planning
How can I save on taxes?
Estate Planning
Do I need a will or trust?
Investment Planning
How should my retirement plan be invested?
Worksite Benefits
What benefits should I elect during open enrollment?
Insurance Planning & Asset Protection
What insurance coverage do I need?
Cash Flow & Debt Management
Should I pay off my home sooner?
