Contact us at the office to schedule an appointment for your initial consultation. We will find a convenient time that suits your schedule.

During the initial consultation, we will start by introducing ourselves and explaining our investment methodology. We will discuss the various factors we consider when choosing investments, highlighting our expertise and experience in the field.

To provide tailored advice, it's essential for us to review your current investments. Please bring your latest account statements, this will help assess your existing holdings and identify potential areas for improvement.

After reviewing your current investments, we will conduct a comprehensive analysis to evaluate their performance, risks, and alignment with your financial goals. This step allows us to identify any adjustments or recommendations that may be necessary.

Following our analysis, we will schedule a second meeting to discuss the results in detail. This meeting will serve as an opportunity for us to present our findings, explain our recommendations, and answer any questions or concerns you may have.

During the review meeting, we will delve deeper into your investment objectives, time horizon, risk profile, and preferences. Understanding these crucial aspects will enable us to develop a personalized investment strategy that aligns with your unique circumstances and goals.

During the review meeting, we will emphasize our fiduciary responsibility, assuring you that we are committed to acting in your best interest. Additionally, we will explain that a trusted financial custodian will securely hold your funds. As your advisor, we will have the authority to execute investment transactions on your behalf, implementing the agreed-upon strategy while adhering to strict industry regulations.