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First Meeting


Our First Meeting

For a successful working relationship, we find it very important to understand our clients. Therefore, in our first meeting, we would like to talk a little bit about what your goals and dreams are – what your life was like in the past, and how you would like your life to be in the future. What is essential to your life, and what people and assets do you want to protect most? These are the kinds of things that will help us to understand how we can serve you best.

At our first meeting we will learn about you and tell you about ourselves and our way of working with clients. Then we will review your current situation and your goals in life. If you are married, please come with your spouse, so that you can discuss these things together. Next, we will reach a verbal agreement with you about how we will proceed, depending on your needs and expectations. Everything we do is on a very personalized basis and completely confidential. After that we will set up the date and time for the following appointment to present our suggestions for your consideration.

To make our first meeting productive, please bring all relevant documents with you if available, such as

  • insurance declaration pages
  • investment statements
  • recent social security yearly report
  • recent pay stub from your employer
  • your recent tax return
  • any other relevant documents (trusts, mortgages, loans, credit card statements, etc.)

We are looking forward to meeting you.