Purpose of a Consultation:
Most financial advisors will tell you that the purpose of a
complimentary consultation is to learn about your financial situation and
discuss your investments. I do things a bit differently. The purpose of our
consultation is to get to know one another and determine if we are a good fit.
In my opinion, the most important professionals in your life should be your
spiritual leader, your doctor, your financial advisor, your lawyer, and your
accountant. I view my clients as the
family I choose and the family that chooses me.
What to Expect:
During this meeting, we will discuss your background, your
interests, your family, your dreams and your personal goals. I will be curious
to hear about the things that bring you joy and the things that keep you up at
night. We will also touch on your specific financial needs and goals. I will
describe the services I provide and discuss the Capitol Securities Management
fee structure. I may (or may not) touch on some of the products or planning
tools that could be a fit for you. I won’t be the only one asking questions; I
encourage you to bring your questions too!
How to Get Started:
There is no charge or obligation for this meeting. Contact
my office today to schedule your consultation!
