Who will I work with?
How frequently will we speak?
Can we meet closer to where I live?
Do you have investment minimums?
How long will the process take?
Once you have engaged us as your planner, we begin to dive deeper. We want to get to know you well. We need to have a thorough understanding of your goals and concerns. We also need to understand your planning priorities. We need to analyze your situation and investigate alternatives for your consideration