Broker Check

Engage: Define Scope

The first step is getting to know each other. We begin by discussing how we can work together to develop and implement your financial plan. We need to understand your financial situation, but we also want to help you define your goals. We start the process by understanding:

  • What you are looking for in an advisor
  • Your objectives and what could prevent you from achieving them
  • The financial planning that you have completed at various times in your life
  • Your current advisory relationships
  • What keeps you up at night
This is your opportunity to get to you us as well. Ask us…
  • How we are different from other firms in the industry
  • To explain our financial planning process and fee schedule
  • To describe our customer service model
  • What experience and credentials we have to offer

Next Stage

Collect: Data and Goal Setting