To be an effective partner, we need to know you and your goals. It all starts with a conversation — about you, your family, your future and your goals in life.

The best way to get started is to call us at (512) 937-6750 or simply contact us via email or contact form. We can then schedule a phone call, face-to-face meeting or video teleconference to get to know each other better.  This initial consultation should only take 15 minutes.

At our initial consultation, we'll discuss your financial goals and any concerns you may have. Our financial planner will work closely with you to understand your current situation, show you how to set realistic goals and then work out the steps you need to take to achieve them.

This meeting is free and there is no commitment on your part to proceed any further.

Initial Consultation

  • Building a relationship of trust with your advisor is key to helping you achieve your financial goals and dreams.
  • Be prepared for your first meeting — and ask lots of questions.
  • Expect a candid, casual conversation in your initial meeting — it's important to take the time to get to know each other.

Preparing for Your First Meeting.

Your financial advisor will want to know you as a person — not just as a client.

Your first meeting with your Financial Advisor marks the beginning of an important professional relationship. Just as you trust your doctor with your health, you'll be entrusting your Financial Advisor with something of great value too — your financial goals and dreams.

Meeting with a Financial Advisor for the first time, you can expect a friendly, casual conversation — you're just getting to know each other. There's no obligation, no pressure, no judgment — and no fee for your first meeting. You should be candid about your level of investing experience, overall financial situation, and financial goals. You should also feel comfortable to ask as many questions as you'd like.

To prepare, you'll need to think about what you want to achieve, such as your short-term and long-term goals, the kind of lifestyle you want now and in the future, and what you want to change.

Your Financial Advisor will have a deep respect for your privacy and personal information and honor your confidentiality. Personal information can be shared whenever you feel you are ready.

Getting Ready.

Questions to think about in advance of the meeting.

If you haven't already, think about the priorities you have for your financial future. Come prepared to answer these questions:

  • What worries you when you think about finances?
  • Was there a recent event that caused you to consider seeking advice?
  • Are you saving for a child's or grandchild's education?
  • Are you getting the personal attention you need from your advisor?
  • Are you considering purchasing a new home?
  • Are there any possible health or external issues that may impact your finances?
  • What would you like to do when you retire?
  • How can you plan now to ensure your legacy is the one you envision?

It is a good idea to make up a list that contains the financial goals that you wish to have — just so you don’t forget anything during your meeting.

Megaphone

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