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I want to spend most of our Second Consultation talking about you.

So, please do these things before we meet:

Step 1 - Answer Questions

We’d like to learn a bit more about you before we meet again.

Answer questions

Step 2 - Watch Videos

We’d like you to learn a bit more about what it’s like to work with us.

Watch Me First
Watch Me Next, Please!

Step 3 - Read This Stuff

Investment management

(Read me first!)

Our service includes investment management. We find we are best able to support our clients’ lives and financial goals when we manage our clients’ investments on their behalf. Whether you’ve worked with an investment advisor before or you’ve never had someone invest your money before, it might be helpful to understand how your money would be invested and also how you would benefit from having us manage your investments.

Please note that investment management—to the extent you have investments to manage—is a required part of our work with you.(Generally, this means we manage taxable accounts and IRAs. We do not manage employer retirement plans like 401(k)s), stock compensation plans, or “play” investment accounts.)

Client Engagement Standards

(Read me next)
If we work together, we will ask you to review and sign our Client Engagement Standards.

Website

(Make sure to read me, too!)

Check out what we do and not only who we are but also the kinds of people we love to work with and what you can expect in working with us. If any questions remain, check out our FAQs.

Step 4 - Learn This Stuff

DURING OUR CALL

I want to spend most of our time learning about you and what you’re looking for in our work together. My goal, by the end of the call, is to figure out how best to serve you. We will, of course, answer any questions you have about us, the firm, and how we might work together. We try to preemptively answer a lot of those questions with the documents linked to above.

After OUR CALL

If we would like to work together, I will send you an email with a recap of our conversation and a fee quote. We’d then ask you to schedule your first meetings, sign the client agreement, and set up your payment.

If either one of us decides we’re not a good fit, I will do my best to provide helpful resources: other planners, books, blogs, etc.

One of my favorite yoga instructors says,

"Showing up is the hardest part."

So, seriously, congratulate yourself for doing the hard part: Actually reaching out to a financial planner.

I look forward to hearing more of your story and talking about how we might work together.

Sincerely, Meg

The overall "framework" of our work together.

The more practical aspects of meetings, topics we address, and deliverables.