Ep # 16: What Does The Initial Meeting Look Like?

In this episode, Adam and Ben talk about what to expect in the initial meeting with us.  That first meeting is better understanding what do you value? What is your "Why"? What are you prioritizing? We're happy to be a second set of eyes. We know we do it differently than most people and that's by design. Check out our blog on this topic here.  We address the following common questions:What is the first step in the process?Why do people come to us?Do we handle just investments?The importance in finding out your "why"What do I need to bring to the first meeting?What is the goal of the first meeting?If we decide we’re a good fit in the first meeting, where do we go from there?What is our service model to support change?  How do we get paid?What’s in it for you?How do you get started?Tracking # 1-05099620Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.