Too often people don’t know what it means to work with a financial advisor—even if they’ve been working with one for years. And they’re often unsure what fees they’re paying or what services they should receive.

That is why we believe in starting each potential client relationship with a thorough explanation of who we are and what we do. We never twist arms or expect a same-day decision when you sit down for an introduction meeting. Instead, we focus on helping you thoroughly understand the role of a professional financial advisor.

In our introduction meeting, we’ll cover:

Our three core values: comprehensive service, efficient investing, and transparency of fees

The difference between transaction-based services and client-focused advice

How comprehensive service alleviates work for you

The ingredients of a personal financial plan, including: personal risk assessment, efficient ETF portfolios, risk management, and tax-aware asset allocation

How advisors make money and where you can find those fees

We also review the technology software used to stress-test your financial plan and track its performance against benchmarks. Doing this helps our clients feel at peace. They know that everything we do is “in front of the curtain” where they can weigh the costs and benefits of working with professional financial advisors for themselves.

We believe that by arming you with all this knowledge, you’ll be in the best position to decide whether you’d like to work with us, and you can make the decision in your own time.