Retaining a financial planner is an important decision and it’s important that you are comfortable with your advisor. From our perspective, we want to make sure we are a good fit. To that end, we have implemented this process to give you (and us) a strategy for making an educated and informed decision about working together.
We do not charge a fee for this process and you are under no obligation to retain us.
You will go through this process with our sole financial planner, Marge.