This is the one meeting where we won’t be talking about THOR. Our sole focus is to listen and learn about your story: your personal situation, your financial life, your goals, your needs, and your vision for the future.
This in-depth, collaborative conversation is critical. It allows us to build the “true north” for your entire financial plan, ensuring that every recommendation we make is a perfect reflection of what matters most to you.
A successful, long-term financial partnership is built on more than just numbers. We don’t use account values as a benchmark for a “good client.”
Instead, our goal is to find individuals and families we can truly help—and who we can grow with throughout their lives. This meeting is our opportunity to see if we are a good mutual fit and if we are the right partner to help you achieve your goals.
To make our time as productive as possible, we will request some information from you before our meeting. This allows us to focus our conversation on your story and your goals, not on basic data entry.
We invite you to schedule a brief introductory call to discuss your financial goals and learn more about how we work. This is a no-obligation conversation designed to answer your questions and determine whether our approach aligns with your needs.
