Initial Meeting
Your financial journey begins here.
How to Get Started
You will begin our process with a complimentary meeting where we’ll get to know each other, explain our Wealth Management process, and evaluate whether our team is best suited to advise you. In the event that our services do not fit your goals, we may offer a referral to another professional with the proper resources to assist you.
Step 1.
Contact our office to schedule your confidential consultation. This meeting usually last 1 hour – in person (local clients), or over the phone (for clients outside the area).
Step 2.
Once scheduled you will receive a reminder (phone or e mail) and a list of some documents you may want to bring.
Step 3.
During our meeting, we will discuss the services we believe we can offer in your situation (if any) and determine the next steps.
Confidential Consultation:
What to Expect?
As a potential client at Good Wealth Management, we want to get to know you as a whole- this includes your family, your lifestyle, your priorities, and your aspirations. Below are a few areas we may discuss to understand your needs and our potential solutions:
- Your priorities and life goals
- Your personal relationships
- Your concerns and objectives
- Your current financial situation
- Your goal in meeting with us
- Your questions
- Your potential fees
Please note that a formal financial plan and specific recommendations will not be provided during our initial meeting and there is no obligation to you or us during this process.
Ready to schedule your Confidential Consultation?
