New Client Process
First Meeting – Getting to Know
- Your experiences & perspectives with money (view questions in first meeting)
- Licciardello philosophy to investment success
- Cost of services
Second Meeting – Goals & Expectations
- Identify & Understand your Values
- Set Goals & Expectations
- Discuss Risk & Reactions/Emotions/Decision Making
Third Meeting – Begin the Plan
- Begin Outline of Financial Plan
- Discuss Your Communication Preferences
- Sign Letter of Engagement with Compass Capital