I – Inform.
We’ll meet to discuss if I can help with your concerns. I’ll let you know if you are already in great shape and I do not find ways to help. I’ll let you know if there are areas, I believe you can improve on with my help. By the end of this meeting you will know: What does it cost? What do I get? How will you help us? What are the next steps?
I’ll only offer to work with your family if I believe I can improve your ability to reach your goals and it appears we are a good fit to work together. You decide if I’m the right advisor for your family. If not, I believe you’ll still receive great value from going through this process. If yes, on to next steps!