The thought of meeting with a financial professional for the first time can be overwhelming. What you need to keep in mind is that just knowing you need financial help is the first step to financial success.
Most of our new clients hear of us through a friend, a family member, or business associate. Others are just lucky and stumble onto our Web site. No matter how you heard of us, we truly look forward to meeting with you. Working with a financial planner is very personal. Success in financial planning does not occur overnight; it requires a long-term, steady, structured, ongoing process to achieve lasting desired results. The job of our firm is to make the process easy for you.
The two most important traits of an ideal client are:
- Is receptive and able to work with a coach.
- Has a true desire to achieve financial success.