Here are some practical tips to consider as you begin to explore starting a new relationship with our firm.
Practical questions to ask.
You'd be surprised how often clients experience a financial, personal, or life change and don't think to contact their financial advisors. It's a good idea to get in touch with us especially under the following circumstances:
Personal or life changes, such as:
Estate planning issues:
The financial advisor-client relationship can be similar to the doctor-patient relationship. Success in both is based on mutual respect, honesty, and trust.
Before we meet, think carefully about the nature of the discussion and what you wish to accomplish. Prepare any questions you have in advance. During the meeting, take notes and ask questions until you are comfortable with a concept or suggestion. However, don't feel compelled to reach decisions right away. We encourage you to discuss your questions and concerns with us before making a decision. Remember, our job is to look out for your best interests and help you achieve your financial goals. Establishing a mutually open, honest relationship is an important step in realizing those goals.