Consultation

All consultations are free.

During the initial consultation we will discuss the method by which I chose investments along with the nature and limitations of the process.

I will also review your current investments and schedule another meeting to review the results of my analysis. (Please bring your latest account statements showing your current holdings.)

We will review your investment objectives, time horizon, risk profile, and preferences.

I will explain that I am recognized as a fiduciary and am required to act with your best interest in mind.

I will also explain that a financial custodian will hold your money and that I will only be allowed to buy and sell investments on your behalf.