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. This includes 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 all of this information readily available, be assured that we will still 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
  Income & Expenses
  Long Term Care Insurance

Key Discussion Points:

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

During this consultation, we will discuss our services and offer 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.

Call us at 410-647-6762 to schedule a complimentary consultation.

Book a Free Introductory Meeting

Have some initial questions before moving forward? Schedule a free introductory call first at your convenience.