SHOULD YOU HIRE A FINANCIAL PLANNER
OR FINANCIAL ADVISOR?
An introductory meeting is the perfect opportunity for you to make that determination yourself! At Convergent, we do not charge for meetings, and if you decide that we are not the right partner for you, we will not pester you or try to change your mind. We will honor our word and your time no matter what you decide.
What Does an Introductory Meeting Entail?
For your first meeting with us, whether a video call or face-to-face, there is very little prep work you need to do. We simply suggest that you be prepared to discuss what you're looking for and your finances in general terms. You may want to prepare a mental list that includes the following:
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Areas of concern, such as investment management or retirement planning
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Money-related goals like college/wedding costs or a home remodel
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Areas of conflict, such as spending and/or saving
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Type of advice you're seeking (maximizing investments, what to do with your RSU's, knowing how much to spend vs save, what your retirement number is and how to get there, estate planning, etc.)
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Estimated summary of accounts and types of accounts
The things that are most important to you will set the foundation of the conversation. ​We will do a lot of listening, which will help us determine the potential solutions to share with you. After a live demo of specific solutions and strategies, you will have the information you need to decide if Convergent Financial Group is the right partner for you.
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We are passionate about guiding people to the peace and ease of life that comes with financially sound decision-making. So get ready to take a deep breath and mentally relax in a way you've never been able to before... because that's what comes with guidance you can trust.
The only question you'll be left asking is, "Why didn't I do this sooner?"