Broker Check

Second Appointment - Discuss Solutions

Our Appointment Process

Our Appointment Process

Our Second Appointment is designed to review the information you provided and now we will Discuss Solutions. This is an opportunity for us to ensure the information you gave us is correct and to discuss potential strategies to help you pursue the goals you gave us. We provide education on basic investments and the financial planning process during this meeting. This will also give us both another opportunity to decide to work together so that we can prepare for our Third Appointment to Implement and Monitor your plan. 

Below, we want to prepare you for the Second Appointment, help you understand how to prepare prior to your Second Appointment. Always feel free to reach out if you have any questions. 


Our Core Values

Our Core Values

Objectivity - We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to you, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest, offer transparency around own own costs and compensation.

Education - We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

How To Prepare

The second appointment is designed to be a basic education in investments which may serve as a refresher for some. To prepare for this appointment, we will provide you with an agenda, a confidential questionnaire, sample reports, and financial resources. Since our second appointment is educational, our goal is that this appointment is interactive and a chance for you to ask questions. You should be prepared for approximately 1 hour, depending on how many questions you may have, this meeting may go longer. Either way, we want you to understand how much we care. 

Below are items that can help you prepare for this second appointment. There may be documents that you forgot to bring or have not provided to us. If this is the case, it is better to reschedule than not have the correct information.

If you have questions, please feel free to contact us. If you have not done so yet, please schedule your third appointment. We offer appointments in-person or via Zoom. We look forward to meeting with you soon.


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