After scheduling your no-obligation initial consultation, we will send you a small package of materials. This will include details of what you should bring with you, and an Investor Awareness Guide. The “Guide” is a great tool to get you started on the education process, which is critical to investment success. At the end of the guide there is a brief 20 question quiz that we ask everyone to go through. This gives us a sense of what you know and what you may need to learn more about.
When you come in, we’ll review some of your current investments to determine if there are any areas of concern. If there aren’t, we’ll tell you; if there are, we’ll give you steps you can take to get on the right track.
We believe that educated investors are confident investors. You don’t have to know everything, but knowing just a few of the right things can make the difference between success or failure.