Working Together
Meeting with the Finances for Life advisor is an essential first step. It is an opportunity to get to know us and share your needs, wants, and dreams. Your initial meeting with our advisor will be relaxed. It's a conversation about your financial situation, challenges, and priorities. While you won't receive a comprehensive review or financial planning services for which fees are charged, you can expect to get a sense of what it might be like to work together.
What to expect
- Professional help in clarifying your financial goals and priorities
- If you decide to engage us, you will receive sound financial advice at a fair price, tailored to your life goals and investment objectives
- Accurate information about our tailored solutions, including risks, benefits, and costs
What to bring
- A list of any questions you have regarding your current financial situation
- Areas of your financial life that you feel deserve immediate attention
- A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
Planning Service Calendar
