Choosing a financial advisor is a big decision. To be successful, the advisor-client relationship should be stable, trustworthy, and long-term. In order to help our prospective clients make sound decisions, we invest more time than most during the relationship development process.
Our process begins with a discovery meeting. During this meeting, we will explore whether Financial Strategies, Inc. is the right firm to add significant value for you. There is no charge for this meeting and you will not be asked to sign anything at this time.
No-Cost, No-Obligation Initial Meeting
The next step is the preparation of a detailed, written proposal of services and a fee quote specific to your situation. A second meeting will be held to present our proposal and answer your questions. There is no cost or obligation to proceed with this step.
Proposal of Services
Our services are specific to each client's unique situation, so it is impossible for us to properly determine what services fit and what fee applies without this process. Please contact us to schedule an appointment.