Broker Check

What to Expect in Our Initial Meeting

Our initial client meeting generally runs between an hour to an hour and a half in our Severna Park office. To make the most of our time together, it is extremely helpful to bring with you any documents that will provide as much detail as possible about your financial situation, such as current wills or trusts, investment statements, income tax returns, life insurance policies, and other documents outlined in the 1st Meeting Helpful Checklist. If you do not have this information readily available, be assured that we will do our best to assess your situation.

Due Diligence Complimentary First Meeting

Gather Information About:

  • Family Situations
  • Income Tax planning
  • Current Estate Planning
  • Life Insurance
  • Investments
  • Income & Expenses
  • Long Term Care Insurance

Key Discussion Points

  • Risk Tolerance
  • Income & Lifestyle Expectations
  • Your Short & Long Term Goals

We will discuss some initial ideas about how we may be able to help you pursue your financial goals.

Our Onboarding Process

For individuals or businesses who decide to move forward, here is a video explaining our onboarding process.

You can schedule a free introductory call online, or call us at 410-647-6762 to schedule a complimentary first meeting.