30-minute Free Introductory Consultation
The first step in starting a working relationship with our firm is the Introductory Meeting. We understand that it may be daunting to take the first step to find the right financial advisor for you. We want to help you feel at ease to take that first step with us.
Once the meeting is scheduled, we will send you a brief form to fill out. The information will help us get prepared for the meeting and make a preliminary financial assessment.
During this 30-minute meeting, we want to learn about you and what you want to accomplish. We also want to understand your expectations of us. During this meeting, typically, clients will want more clarity on our Frequently Asked Questions (FAQs). We share our background and how we may be able to help you.
We define our service packages based on the complexity of your financial situation. During the Introductory meeting, we will recommend which package we think fits your needs based on our quick assessment of your situation.
The best part is that there is no cost to the Introductory Meeting.
The Transition
Our goal is to help you understand how we will continue to be of service to your family. We are looking for long-term client relationships.
Once you decide to move ahead, there’s really nothing for you to do. We will prepare you well for your transition and get you setup on our end.
We welcome you and your family to the United Success Experience!