What To Expect At Your First Appointment
1. In your first meeting, you will enter a relaxed environment in which our team of experts will begin to uncover potential roadblocks that could prevent you from achieving your financial goals. Feel free to sit down and enjoy a cup of coffee as we draw out the roadmap to achieve your financial goals.
2. Your spouse, partner, family members or other confidants should be with you. To maximize productivity, we ask that all decision makers are present at your initial consultation. Appointment time in our office is very valuable, so bringing non-present decision makers up to speed at a later date is not optimal.
3. You DO NOT have to bring ANYTHING in. Your first appointment with us will be different than any other meeting you have ever had with a financial professional. You do not know us, and we do not know you. Quite frankly, we are not sure if we will be able to help you or whether or not we will elect to take you on as a client. Your first meeting will give us the proper time needed to get an initial peek into your financial world. If you choose to bring specific items in to your appointment, we cannot guarantee that we will review them.
4. We’ll accomplish three items in our initial time together.
Determining where you want to go is a pivotal part of realizing any potential roadblocks. In order for us to establish an appropriate course of action, we must first ascertain any concerns and objectives and bring them to the forefront. Allow us to assess your current goals as a function of the portfolio you currently have.
Are we able to help you?
We can’t help everyone who comes through our doors. After our initial meeting, we should have enough information to fully assess whether our “holistic planning approach” will help you reach your desired destination.
Do you really want our help?
We respect the fact that some people just want information. We are in the business of fixing problems, not just giving away information. We will provide you with the information that you need to determine if you want to take the next step in our “holistic planning approach.” It’s not uncommon for you to meet with our advisors several times over the first 90 days, including the possibility of meeting twice a week on occasion. Our time is very valuable and appointment time in our schedule is usually booked out weeks in advance. We can help fix your financial problems, but it’s up to you to take the 1st step.
You’ll be greeted warmly and seen at your appointment time. We strive to minimize wait time. Your appointment will last no less than 30 minutes and no longer than 90 minutes. All the family decision makers are asked to attend the entire meeting. By the end of the meeting, we will tell you whether or not we can help you address any problems you may be experiencing, or at the very least whether we should sit down together for a second meeting. If Stidham Financial Services puts together a plan for you, you will understand more about your financial situation than you ever have before. You’ll have greater peace of mind knowing that a caring and talented team of professionals is available to help you reach your goals.