Our First Meeting

Should you reach out to us for an introductory meeting, here are few things to know and how to get the most out of our first meeting.

Is it free?  Yes.  At this meeting, we are simply getting to know each other and determine whether Davis Wealth Services can bring value to your financial life.

Am I obligated to anything?  No, a prospective client is not obligated to anything after our first meeting.

PRE-FIRST MEETING

If you are coming in for a simple introduction and to ask questions about our firm, you will not need to bring anything with you.

However, if you are coming in to discern whether we can help you or not, it is helpful to us for you to bring as much information as possible.  These printable documents will get us started.

Budget

Net Worth Statement 

If you would like fillable copies of these documents, please call our office.   It is also helpful to bring in any outside documents that you would like for us to review.  This may include tax return, will, 401-k / IRA statements, etc…

To set an appointment with us, simply call our office or use the “book an appointment” tab situated in the top right corner of the website.

FIRST MEETING

During our first meeting, I suggest booking one hour of time.  At this meeting, I am going to ask a lot of questions and do a lot of listening.  Although, at this point, you are not a client, I can assure you our conversation is private and confidential.  At this meeting, it is important that both of us walk away knowing that there is a need.

If not, I will point you in the right direction.  If I can be of service, I will explain why, how and what the next steps are.

FOLLOWING THE FIRST MEETING

Should we both determine that there is a need and that we can help you, we will analyze your current  financial situation and strategy, and develop a formal written analysis of your current plan compared to any changes that we suggest.

In some cases, we may find that you need no changes other than a new advisor.  In that case, we will answer your questions about DWS and how we may be of service.

SECOND MEETING

We will provide you with our analysis and walk you through our results. We will answer any additional  questions and then present you with one of three conclusions:

1. Stay on your present path with your current advisor because everything is fine.
2. Consider becoming a DWS client because a change is needed due to recommendations presented throughout the process.  3.
3. Refer you to another advisor if that is the best option, and DWS is not the right fit.  You can always be assured that your meeting with us, and any information provided to help us analyze your financial situation, is held in the strictest confidence. 

Maintaining your privacy is our up most concern.