Empower Your Finances: 8 Crucial Steps to Selecting a Financial Advisor

Client Schedule and Tips for Professional Services

Make sure you are preparing for your interviews. Our office typically does 2 to 3 interview preps, depending on how many sessions the client feels they need. We want our clients to feel comfortable, so we provide as much preparation as necessary. Keep in mind that your attorney usually cannot answer questions for you during the interview. However, if there is a problem, your attorney can step in to clarify. In my opinion, the process is straightforward—business as usual. We’d love the opportunit