Meeting with a One financial adviser is an important first step. It is an opportunity to find out more about us and share your goals and dreams.
You are under no obligation; your initial meeting with a One financial adviser will be relaxed and informal.
Your initial meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. In order for us to do this, we may request you either email or bring the following:
o A list of any questions you have regarding your current financial situation;
o Any account statements, budget information or other areas of your financial
life you feel deserve immediate attention;
o A list of future dreams and financial goals you would like to achieve, including
both short- and long- term goals.
This will ensure that when we meet, we have a general idea of your situation and are able to discuss your current circumstances.
While you will not receive a comprehensive review or financial planning service for which fees are charged, you should expect to get a sense of what it will be like to work together.