The purpose of our first meeting is getting to know one another. This is your first chance to ask questions and receive answers, without the pressure of a sales pitch. What should you bring to this meeting? Whatever you are willing to share with us, however, financial account statements and tax returns are a great start. It is important for us to gather data from you during this step to create a plan tailored to you.
After the getting to know one another phase, we will sit down with you and answer any questions you may have thought of since our last meeting. During this meeting, we will introduce you to your plan that we have created from the data gathering from our initial meeting. Our goal here is to educate you on where you currently stand and what steps need to be taken in order for you to achieve your retirement goals.
If we feel like a good fit for you and you want to move forward with your comprehensive retirement plan, we will introduce you to the investments suggested in your plan. We will educate you on how these investments operate, and how they fit into your retirement plan. Paperwork is completed at this time and you will be introduced to the rest of the staff.
Once your plan is implemented, we introduce you to your own website, dedicated to tracking all your investments in one place. You have your own secure unique login that can be accessed from any computer or smartphone. We monitor and track your investments, and, make recommendations for changes when needed. During your quarterly or annual meetings, we provide you a report tracking your investments and performance.