How much time does it take?

Opening a relationship and pursuing successful goals with a financial advisor will need a few meetings up front to establish what needs to happen to move you from “gap, pain, or fear” toward the “success” you seek. You and the advisor want to commit this time because without it the process suffers. Even with long-distance clients I find a combination of tele-conference and in-person meetings will establish the communication, trust, and planning processes to assure clients’ success.


2019-03-18T14:41:29-04:00February 27th, 2019|