I prefer to work in a cooperative manner with my clients. Some prefer me to act as a guide: others look for me to lead. Either way I enjoy helping my clients set their goals and strive to achieve them. Together we weigh the alternatives, balance the long-term and short-term needs and then search for the most efficient path.
I am a firm believer that you cannot put a price on your financial confidence. So I will work with you to choose a risk level that will both work with your goals and allow you to sleep at night.
Yes, I believe it is in the best interest of the client and advisor to have a no-strings-attached first meeting to find if they are compatible and discover what services are actually needed.
Prudent decision making should not lose out to expedience, especially during volatile economic times; I will take the time to explain what options are available with the pros and cons of each so we can make an educated decision.