I meet with people for many purposes:
Money Stories– To hear and record your “money story”. I do not charge a fee for this as long as you allow me to share it with others (without your name unless you want that). You may find sharing your Money Story to be a cathartic experience. Or not.
Discovery Meet- To learn about your financial needs so that I can propose solutions. There is no cost to you (other than your time) for the Discovery Meet. If I propose a solution (see The Pitch), like a financial plan, asset management or an insurance product, there may be a fee or commission associated with the solution. You are under no obligation to move forward with the solution. (But I hope you will- delivering good advice, products and services IS how I make a living:).
The Pitch- Ok, we’ve had a Discovery Meet, I’ve pondered your circumstances and am ready to propose solution(s). This would be “The Pitch”. I try to lob them so you can hit them out of the park and I do not throw curveballs or spitters. I do sometimes throw hard and am not above an occasional change-up or slider though if I believe its in your best interest. Have to repeat myself here… You are under no obligation to move forward with the solution. (But I hope you will- delivering good advice, products and services IS how I make a living:).
Extra Innings– This is a time to review things, make adjustments, modify goals, give thanks, complain (wait… did I say that?). It’s basically a follow-up or review session. There may or may not be a cost (Hey, I gotta eat too!) but if there is you’ll know it in advance.
So connect with me will ya?
Phone: (513) 297-5200
e-mail: [email protected]