The Introductory Meeting has three purposes.
1. For you to share why you are looking for a financial planner.
2. For you to learn about the financial planning process and STEP Financial in particular.
3. To see if a working relationship would be of benefit to you.
Please bring the following to the meeting:
List of your Assets and Debts
List of Income and Expenses
Any issues of concern
A financial professional can help you with advice, motivation and coaching.
Contact STEP Financial for a free 30-minute Introductory meeting.
"Remember your dreams and fight for them. You must know what you want from life." - Paul Coelho
"Failing to plan is planning to fail." - Alan Lakein Lakein
"Never underestimate the power of dreams and the influence of the human spirit." - Wilma Rudolph
"Before beginning, plan carefully." - Marcus Cicero