Write down your goals, rank them in terms of importance and the time-frame in which you want to accomplish them. Here are some to consider:
After identifying your goals, gather information about the resources you will use to reach them.
It’s a good idea to bring a recent statement from your current investments to the meeting.
The first step toward reaching your goals is finding the right advisor to help get you there. That’s why we offer no-obligation initial consultations. These meetings provide an opportunity for you to get to know the person who will be advising you, and just as importantly, for us to get to know you.
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