Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

The Personal Insight Meeting

During our initial meeting together, we want to make the time to get to know you and what questions you'd like to have answered.

Meeting Objectives: 

Determine client goals, priorities, and values
Determine if relationship is a good fit
Set the next meeting

Expected Duration:

Meeting Length: 30-45 minutes
Time Until Next Meeting: Often combined

Discussion Topics:

Explaining our process
Client Values Discussion
Describe the scope of our offerings
Discuss fees and compensation