We are often asked what to expect in the First Appointment when a new customer schedules his or her initial complimentary consultation, so we created this webpage explaining everything you need to know. You may also find it helpful to review Our Process.

First, the easy details

We schedule first appointments for one hour because that typically gives us enough time for most people’s concerns.

There is no charge for the first appointment.

The general agenda for the meeting is: talking through your story and your goals, collecting the relevant data, and discussing your concerns and goals. The follow-up from the first meeting is tailored to your circumstances.

What to bring

We are going to ask about your existing investments, budget, and debts.

– For your investments, it is helpful if you bring a recent statement for each account because a statement tells us more than you might imagine. 

– For your debt, just bring a list of who you owe and about how much you owe. For your house, it is also helpful if you know how much longer you’ll be paying on the house.

– For your 401(k) plans, please also bring a list of all of your choices. There is a page on your 401(k) website where performance is listed, usually called Performance (but not always).

– If you have had a retirement plan done by another advisor at some point in time, it’s also helpful to bring that along.

– If you have left a company and they have sent you paperwork that you may need, please bring it as well.

Fees after the first appointment

We schedule first appointments for one hour because that typically gives us enough time for most people’s concerns.

We offer a variety of pricing mechanisms including fee-based, fee for service, commission, and hourly fees. Once we know more about your story and your needs, we can simplify the pricing for you.

We look forward to meeting you and, please, pause and consider wisely!

Contact Us

1550 West Bay Area Blvd.,
Suite 101 Friendswood, TX 77546

(281) 990-7100

Contact Us By Appointment

1 Sugar Creek Center Blvd.,
Suite 150 Sugar Land, TX 77478 

By Appt Only

(281) 990-7100

This communication strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network ®. Member FINRA , SIPC, a Registered Investment Advisor.

1550 W. Bay Area Blvd Suite #101 Friendswood, TX 77546 (281) 990-7100

Join our mailing list

Enter your details below and stay in the loop

You have Successfully Subscribed!