Your Complimentary Consultation
Your complimentary initial consultation with one of our advisors will give you a chance to get to know us a little bit. It’s an opportunity to ask questions and talk informally about your goals and dreams.
To help maximize our time together, we ask that you bring to the meeting all copies of relevant financial documents such as:
- Bank Statements
- Investment Statements
- Insurance Policies
- 401K Statements
Be assured that everything you choose to share with us will be held in strict confidence. It’s like providing your medical history to a doctor. You wouldn’t want a doctor to prescribe medication or offer a diagnosis without asking pertinent health questions and ordering tests. We, as financial advisors, don’t want to offer financial solutions without knowing your risk tolerance, time horizon, and priorities for your current and future financial needs. Once we have a clear understanding of your financial life, we can help you create an independent plan tailored exclusively to you.
If during the meeting you don’t think we are a good fit, that’s okay. We encourage you to work with someone you like and trust.
Thank you for your interest in St. Pedro & Associates and we look forward to meeting with you.
Meeting should last approximately one hour.