Our first meeting involves getting to know you and to understand your needs and desires. We establish and define our relationship and begin gathering information to determine your financial goals, investment experience, your risk tolerance, and your current assets. We spend our time listening and learning about you and your financial vision and from there begin to examine and analyze your information to forge that custom fit.
Our goal at Choice is to develop a financial strategy that fits each client individually and personally. We then present the recommended strategy to each client at our second meeting and, once approved, we work with you in charting the course of implementation. We determine the schedule for future meetings to monitor your financial strategy and make any changes or adjust the direction.