Once we decide to work together, it is important for us to gather more information so that we can analyze it and propose appropriate solutions.
This information includes, but is not limited to:
- All of the information gathered during our initial conversation
- A completed Client Profile Worksheet
We will provide you with a checklist prior to our meeting so that you can be sure that you are gathering all the necessary information.
If you agree with our solutions, we will then take action and continue to review the progress of your accounts.