We Look Forward to Working together

We know you want to know exactly what to expect at our first meeting

 
 

Working Together

We deliver personalized financial advice to help you pursue your goals, today and tomorrow. We will take take the time to understand what’s truly important to you. Together, they will document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected.

Take the first step toward a more confident financial future by setting up an initial conversation.


What to expect from the first meeting

Your first meeting is complimentary and will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, the costs associated with working together and next steps. It’s an opportunity for you to get a sense of what it might be like to work together.

To help Diana understand your current financial status, it’s helpful to share information on accounts and income.

Examples include:

  • Current income and expenses

  • Bank and investment statements

  • Home and real estate

  • 401(k) and IRA accounts

  • Insurance policies


Additionally, consider future financial goals you would like to pursue, including both short- and long-term goals.


Questions to consider before we meet

To prepare for our first meeting, think about your current financial picture and priorities. To help, consider these financial questions:

  • What are your most important financial goals right now?

  • What concerns you most about your finances?

  • Did a recent event cause you to seek advice?

  • What are you looking for from a financial advisor? What are you not receiving currently?


What you’ll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process. When you work with us, you can expect:

  • One-to-one financial advice based on your goals and needs

  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty

  • Regular meetings to review your goals, progress and investments

  • Anytime access to your investments, and digital tools to help you stay on track

Our knowledgeable advice is supported by industry-leading research and online tools that track your progress, and help you feel confident, connected and always in control of your financial life.

A diversified portfolio does not assure a profit or protect against loss in a declining market.