Hiring a financial planner is an important decision in your life and must be built on a foundation of trust. We seek solely to build life-long relationships with our clients and the enclosed “Core Values and Beliefs” sheet embodies our commitment to you.
Generally, an initial consultation lasts sixty to ninety minutes. This confidential conversation is complimentary to you as we believe it is critical that you find a financial planning firm that not only listens well and asks the right questions; but one that you believe will meet (and hopefully exceed) your expectations.
During our meeting you can expect us to ask questions about your goals, dreams and aspirations. Please begin thinking about “what’s important to you” and how your quality of life could improve if “X”, “Y” and “Z” were addressed.
Your enclosed information kit has been designed to help you gain an overview of the services and background our firm offers, but even more importantly it allows you to begin organizing quantitative components that impact your personal financial life. Please review the questionnaire carefully and try to complete the form, in advance of our initial meeting.
YOU MAY ALSO FIND IT HELPFUL TO BRING THE FOLLOWING ITEMS WITH YOU:
1. Your most recent tax return
2. Current Investment, Insurance and Bank Statements
3. Employee Benefit booklet(s)
4. One Month’s Pay Stubs
5. Endorsement Pages for Life, Disability, Auto, Homeowners and Personal Insurance
6. Any Estate Planning Documents such as, Wills, Trusts, Powers of Attorney, etc.
On behalf of the entire team at Freedman Financial, thank you for your inquiry. We look forward to building a long and successful financial planning relationship with you.
Please contact us at your earliest convenience to schedule your complimentary initial consultation.
For a downloadable version of ‘How to Prepare for Your Initial Consult’, click here.
Back to Blog