Review Meetings

We typically meet face to face, usually at our office, and keep the first meeting very conversational.  We typically encourage most clients to complete Stifel's Comprehensive Financial Planning Questionnaire, which allows us to aggregate the data necessary to get know you, identify your risk tolerance, and recommend a proper asset allocation strategy.

Once your plan is complete, we will have an in-office meeting to review this with you and put forth a recommendation that is aligned with the strategy we present.  From there, we recommend more frequent meetings in the first one-to-two years, and then move to quarterly or semi-annual meetings.