Intro Call With Bonnie
The first step in our process is a short 20-minute phone call to learn more about each other.
During this call we will:
- Get acquainted
- Discuss your financial position, goals and challenges
- Learn about the ways that I can help
- Determine whether working together makes sense
Schedule a 20-minute consultation call here.
Discovery and Get-Organized Meeting
If we decide to work together, we will schedule a second, more in-depth meeting to thoroughly evaluate your current position and to identify your future needs and goals.
During this meeting we will:
- Organize and clarify your financial information
- Assess your comprehensive financial status
- Review your risk profile
- Demonstrate the financial planning tool that I provide for my clients
- Identify and prioritize the strategies and solutions that will best meet your goals
- Establish our next steps
Download additional information about our discovery meetings and a checklist to help you prepare for the appointment.
Strategy and Implementation Meetings
After we have identified and prioritized your goals, we will work with you to implement the recommended strategies. We will review your cash flow needs and develop an investment strategy to meet your unique situation. We will also get your financial world organized on your personal financial website. Then we will schedule periodic meetings on an ongoing basis to:
- Periodically review your portfolio and monitor our progress towards your goals
- Ensure that your investment strategies continue to align with your needs
- Discuss any changes in your life that may impact your financial situation or retirement
- Collaborate with your attorney, tax, or other professional providers as needed
The timing and content of our ongoing meetings will be determined based on your financial priorities and objectives. This is your unique financial journey.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hill Financial Services, P.C. and Cambridge are not affiliated. Tax services are offered through Hill Financial Services, P.C.
This communication is strictly intended for individuals residing in the states of CA, CT, DE, FL, GA, IL, KY, MA, MD, NY, NC, RI, SC and VT. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary
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2 Corporate Drive, Suite 921 | Shelton, CT 06484