Whether you’re planning for retirement or setting up a retirement plan for your business, here’s what to expect at your first meeting with me.
The first meeting allows you to get to know me and my style, learn more about Rosemont Financial Group and my financial planning services, and ask any questions that you may have. It’s also an opportunity for me to evaluate your current financial plan and strategy, and identify areas where I can help.
- There is no cost for an initial consultation
- The minimum total account size is $100,000 of total assets under management. Minimum account size is negotiable and may be waived for start-up retirement plans. Exceptions may apply to relatives and friends of current clients
- We can meet at either one of my office locations. Depending on your location, I also can meet at your home or work, if it saves on travel time. If you are not based in the northeast, a full virtual meeting, including all follow-up steps and meetings can be just as good
- Sometimes a virtual meeting is just quicker and easier. We can use my remote appointment system to have an initial consultation and/or any follow-up meetings. This can also be great if you just want a quick account check-in
- It is best if all decision makers are at the initial meeting. I feel very strongly that, if married, both spouses are at the initial meeting, even if there is one primary financial decision maker
- Don’t expect a sales pitch. I don’t work on commissions or sales quotas, which allows me to give objective advice and share my true opinion
- The first meeting generally allows you to get to know me and my style, learn more about Rosemont Financial Group and my services, and ask any questions that you may have. It’s also an opportunity for me to evaluate your current financial plan, and identify areas where I can help
- I have a very strict privacy policy, similar to that of an attorney. Anything we discuss will not leave our meeting
- Many individuals and families begin working with me because of one specific need, and that’s okay. Not everyone is ready or needs a full financial plan. Managing a personal retirement account, opening a retirement plan for a business, or looking for a better way to manage and invest an abundance of cash, are just of few examples of specific needs