2. Discovery Meeting
We’ll get perfectly clear on your goals, concerns, and unique financial situation. We’ll explain the tools in our toolkit. And, you get to ask all about fees, our fiduciary standard, and anything else on your mind.
After this meeting, if we truly believe we can help you (and you truly feel that we might be the right advisor for you), we’ll go from there. If not, we’ll share as much useful information as possible.