We see people from all walks of life. The first time someone comes to see us there is normally a life event that brings them to our office. This could be a milestone birthday for them or a loved one. It could be a change of jobs or a child going into a specific grade. The most common question we get at an initial meeting is ‘Am I on track for retirement’? This leads too many other questions from us and then onto many other great conversations.
During an initial meeting, we try to understand your financial data (cash flow, debt management and investments) your risk management (Insurance coverages and estate documents) and your emotional attachment to your financial world. As we get to know you and your financial world we can see if our services can help improve your financial world.
People come to us mainly to get clarity on their financial world. We work with our clients in a comprehensive way that way our clients can gain some understanding and feel better about their financial choices.
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