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Investment Plan Meeting

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."

-Warren Buffet

Successful wealth management takes discipline. It is our job to provide it. During the investment plan meeting we will give you our exact thoughts and processes on how we would manage your assets. During this visit we will also share our thoughts on wealth protection, wealth enhancement, and wealth transfer specific to your needs. You will be presented, in writing, with our thoughts, ideas, and wealth management suggestions.

This meeting differs from the prototypical second meeting in the financial industry. It doesn't matter how much either of us want to begin our relationship, it's not going to happen that day.

We're different. Our goal is to build lifetime relationships. We think the only way to do that is truly become a partner in the wealth management process. Consequently, we will encourage you to take the information and concepts we present and review them, dissect them, and question them.

During our next visit, the mutual commitment meeting, we will reconvene and talk about any and all concerns that either of us may have with initiating a relationship.

Back to Our ApproachMutual Commitment Meeting