WHAT TO EXPECT

WE WORK FOR OUR CLIENTS AS WE WOULD OUR OWN FAMILY AND AIM TO BUILD LASTING, MEANINGFUL RELATIONSHIPS BASED ON TRUST, INTEGRITY AND SUPERIOR CLIENT SERVICE.

Meeting with a financial professional is a huge decision, as you really have to trust this individual and believe in their philosophy. We find that too many professionals silo their advice to what will benefit them. When it comes to planning for your financial future, finding a financial professional who is dedicated to doing what's right for you will be one of your top priorities.

We meet with many prospective clients through a complimentary strategy session that is scheduled for 45 minutes to an hour and a half. There is no cost or obligation for this initial session. We want to make sure there is an alignment of our services and your needs. In this meeting, we will spend time getting to know each other, discussing your particular issues and exploring potential planning opportunities.

After reviewing your situation, we will summarize planning opportunities that we may be able to assist you with. Even if you do not require our services, we seek to add value and insight to your situation during your strategy session.

Please know that all personal and financial information is treated with strict confidentiality whether or not you become a client.

When you are ready to schedule your strategy session, please call us or complete the form below to be contacted by a Genesis Wealth Manager.