GETTING TO KNOW YOU

Before we work with you to develop a financial plan and investment strategy, we like to take the time upfront to understand your goals and lifestyle.

WHAT MATTERS MOST TO YOU?

These are some of the questions we will ask in order to better understand you as an individual.

  • WHAT WOULD KEEP YOU UP AT NIGHT WORRYING?
  • IS THE COMMUNITY AND/OR CHURCH IMPORTANT TO YOU?
  • IS THERE SOME WAY YOU WOULD LIKE TO ASSIST A FAMILY OR COMMUNITY MEMBER ONE DAY?
  • DO YOU WANT TO CREATE AND LEAVE A LEGACY ONE DAY?
  • WHAT’S IMPORTANT TO YOU ABOUT MONEY?
  • IF YOU DIDN’T HAVE TO WORK ANYMORE, WHAT WOULD YOU DO?
  • WHAT WERE YOUR BEST AND WORST FINANCIAL MOVES? WHAT HAPPENED?
  • WHAT WOULD AN IDEAL WEEKEND BE?
  • WHAT CHARITABLE CAUSES DO YOU DONATE TO OR VOLUNTEER FOR?

LET’S WORK TOGETHER

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