Initial Meeting
Communication - from our initial meeting you will be the focus.
The initial meeting is considered an exploratory interview and there is no obligation to engage our services. The discussion will be to understand issues that are of concern, prior experiences, knowledge and opinions. The introductory meeting can be an in person meeting or a teleconference that provides an opportunity for us to exchange information about needs and objectives to determine whether we can deliver substantial value. At the conclusion of the initial meeting, we will decide if another meeting is necessary for both parties to learn more or move forward.
FiscalWise uses a fact finding effort to collect information necessary to begin the financial planning process. In order to facilitate the most productive initial meeting, we request that prospective clients complete the packet and return it to us or bring it to our appointment.
To get to know us simply call and we can conduct a telephone interview to determine how you may benefit from our services. Since financial planning is a very personal effort, it is important to assess the fit between us before proceeding further. Creating a plan is a fair amount of work with the best results gained through active role in the creation and implementation of the plan.
Our only goal is to provide a plan to meet specific needs and to have satisfied long-term clients.