Broker Check

Our First Conversation

My process for building an advisory relationship with a new client is not rigid - there are too many individual differences for that - but I can give you an idea of what to expect the first time we meet.

The usual goal of an initial meeting is to get to know each other and decide if we want to work together.

I will ask you to describe your situation in life, your financial position, your goals and concerns for the future, your knowledge of financial issues, and what you want from a financial advisor.

You will have the opportunity to ask me any questions that you have prepared, or that occur to you as we talk.

I will explain my approach to helping someone like you. We'll discuss specific financial concepts and perhaps some preliminary ideas for action. I will not, however, recommend implementing a specific program until I have examined and explained it in light of your particular situation and we have discussed alternatives to your satisfaction. This often occurs the second time we meet, but we will give it all the time it needs. I believe the right answers can't be rushed.

If our first conversation persuades you that I offer the capabilities and conscientiousness you seek, and if I conclude we are a good match, then I will invite you to establish an account with me, and we can get right to work.

To have this kind of conversation, please follow this link to arrange it: