My philosophy of “client fitting”
Typically, a person or couple have one to two meetings with me before they become a client. In these meetings prospective clients communicate to me what services they are looking for and I explain what services I provide. At this stage we are trying to make sure the relationship is a good fit.
Once we discern what services are needed and the level of assets to be managed, we can have a clear discussion as to how and how much a client pays for the services I provide. I may even complete a full financial review if needed to help clients understand where they are in relationship to their goals.
So at that point we know whether or not the relationship is a good fit, the prospective client knows how much the services I provide will cost and may have even received a full financial review and yet they have not yet committed dime one to working with me.
If we agree it’s a good fit and the costs are reasonable for the value received, we then move forward with signing transfer paperwork and implementing recommended solutions. This process has been a very non-threatening way for people to explore working with me and not feel obligated or “stuck” in any way.
Please contact me for a more detailed discussion of this process for your situation or for a review of your current cost structure.