Schedule
The Intro meeting is an informal conversation about what prompted you to reach out, what you would like your money to accomplish, how we work, and what we charge. It is scheduled for twenty minutes, though we leave room to run longer if the conversation warrants it, and there is nothing to prepare.
If both sides want to continue, the next step is a Findings meeting. Ahead of it, you will send us a few documents. After that conversation, you will receive a written proposal covering the work we would do and what it costs.
If the times shown do not work, email info@financial-north.com or call (818) 301-3350, and we will find one that does.
What it costs
Financial North Partners is a fee-based practice, and advisory services are offered through NewEdge Advisors, LLC, a registered investment adviser. Our fee appears in the written proposal, along with what it covers and how it is billed. You see it before you are asked to make a decision.
The Intro Meeting and the Findings meeting are conversations. The proposal is the first document, and the fee is in it.
