Our first meeting marks the begining of an important professional relationship, and It sets a strong stage for many future conversations.
During this meeting we will explore and understand your;
- Current Financial Picture
- Short and Long term Financial Goals
- Protection and Investment Needs
- Past investment experiences
- Your risk appetite
- Investment Horizon and impact of inflation
- Future Plan of Action
Most importantly there is no obligation or pressure and no fee for our first meeting.
Fill the adjacent form to arrange a Free Initial Meeting with me.