In this first meeting, we’ll do more listening than talking. How do you feel about saving money and making investment decisions in these volatile and uncertain times? What do you worry about most? What are you trying hardest to accomplish - having enough income when you retire, being able to retire early, or something else? What kind of relationship with an investment advisor are you looking for?
We’ll explain our advisory process, which starts with developing a personalized investment plan for you. We’ll describe how fee-only investment advice means that if you become a client, we’ll charge you an annual fee of 1% of the value of your investment accounts (actually, 0.25% per quarter), but we won’t charge commissions when you buy or sell.
We’ll also explain that we have a fiduciary responsibility to you to only make recommendations that we believe are in your best interest. This distinguishes us from the non-fiduciary advice of brokers and insurance agents.
This first meeting is a non-threatening time for both of us to see if we can work together. Will we be able to help you? Do you feel good about having confidence and trust in us and our advice? Would you feel comfortable about speaking openly when you need something or don’t like something? We’ll make this meeting easy, and won’t pressure you if you decide that we aren’t a good fit for you. Isn’t that the kind of consultation meeting you’d like? contact us with any questions>>
We welcome your inquiry, and promise not to pressure you if you ask for more information. Choosing an investment advisor is a big decision. We respect your right to explore what would be best for you. contact us >>
