The purpose of our initial meeting is to determine if there is a mutual fit. You need to make sure that the services I provide fit your objectives, and I need to make sure that my services will benefit you. An ideal client for my practice is someone who is receptive to advice, and whose situation I believe I can improve through my experience.

I will send you the following documents prior to our first meeting:

• Budget Worksheet
• Investor Questionnaire
• Financial Profile

Those completed items will help me understand your current financial situation, and make our time together more productive.

I strive to provide an outstanding level of service to a relatively small number of clients. I look forward to meeting with you, and I appreciate the opportunity to help you pursue your financial goals. Thank you.