Our initial meeting will be entirely to get to know YOU so we can determine how (and if) there is sufficient benefit to you by working with us. In this meeting we will generally cover the following topics;

1. What are the most immediate issues on your mind?
2. What is your family and home situation?
3. What is the extended family situation? Parents? Kids, grandkids?
4. What is your career situation? Retirement plans?
5. What are your health and longevity considerations?
6. What is your background… your living experience?
7. What is your emotional orientation with finance?
8. What are your short-term goals and long-term dreams?


Depending on what you want, we may also talk about;


9. The scope of planning and fulfillment services we can offer,
10. How we are paid; fees, commissions, or blends to fit your preferences,
11. Timeframes, and conditions of your satisfaction

How to Prepare