Once your path has been roadmapped, your Investment Counselor will schedule a time for you and I to speak one-on-one.
Before that happens, I will review your plan and go through everything provided during The Path process. From there, I will identify what the FIRST STEP is to get you the most significant results in the fastest amount of time.
During our conversation, we'll discuss your goals in correlation with your Path and make sure everything makes sense and feels right to you.
If we need to tweak your plan, that's OK. That's one of the main objectives of this call.
It's important to know that when you're a client, we work together.
My job is to help you achieve your goals, not boss you around.
That being said, when we have our initial kick-off meeting, your input and feedback are welcomed and encouraged.
We are, after all, a team.