It’s essential for us to collect some basic information as we begin our financial planning relationship. At Gary Alpert & Associates, we organize client-advisor interactions into 4 separate meetings. Here’s what to expect:
The Mutual Selection Meeting
This meeting is designed to see if we are a good fit. If we agree to work together, more information is required.
The Discovery Meeting
This meeting is designed to collect important information about your current finances, goals, and concerns. We will also discuss your risk tolerance and move forward accordingly.
The Strategy Meeting
This meeting is designed to discuss strategies that are in line with your values and risk tolerance and help you work towards your financial goals. Together, we design a plan and set dates for implementation. No forms are required for this meeting.
These meetings are designed to discuss and monitor the steps we’ve taken towards implementing your financial plan. No forms are required for this meeting.
Questions? We are available to discuss your financial thoughts and concerns. Call our office at 770-353-6356.