99 Derby Street
We offer complimentary initial phone conversation and/or in person meeting to determine if we are able to help and service you.
Meet to understand client’s personal circumstances and financial picture.
Identify the client (e.g., individual, family, business, organization).
Learn what is important to the client.
Explain scope of services we offer.
Assess and communicate our ability to meet the client’s needs and expectations
Gather facts, data and documents regarding client’s finances.
Discuss the client’s values and attitudes.
Spend time reviewing client's priorities and goals whether it be retirement, generating income, or simply starting to put money aside for the future, etc.
Explore the client’s time horizon for each goal.