At our first meeting our goal is to understand your financial situation and what's important to you. This is a question and answer meeting where our objective is to understand what goals you have and how we can help.
We're here to answer any questions you might have about our firm our or advisors. There is no commitment or fee for this meeting.
At this meeting we present our findings for the investors' financial plan. We go over current asset allocations and set expectations of what investors should expect, given the current positioning. If necessary, we recommend changes to overall asset allocation and investment selection to help clients achieve their goals with the highest probability of success.
At our third meeting, we go through the onboarding process of bringing clients into our practice, should they wish to join our firm.
We start the process of transferring assets over to our custodian, TD Ameritrade, and begin the process of managing the clients' assets based on the stated goals.