Getting Started

New Client Services

New clients may choose from the Basic Review, the Retirement Review, or the Six-Month Retainer. The decision tree to the right may help you choose the service that best fits your needs. To learn more about each of these services, please visit Services & Fees. Many clients choose to start with the Basic Review. 

 

What to Expect

The first meeting is a working meeting; it is informal and the dress is casual.  I tell people, bring your wheelbarrow full of stuff (financial information) and I will answer your questions.  Not every meeting is the same, but typically we will start with paperwork, which consists of the Form ADV and my contract.  Next we will talk about why you came and where you are in life.  More importantly, we will discuss what you hope to accomplish in the future.  After this the direction is dependent on your questions and needs.  Past experience tells me many clients are looking for spending/retirement guidance and a review of their portfolio. Visit Common Questions for a list of topics and questions to consider before the meeting.

Materials to Bring

Please click here to download our Checklist in Adobe Acrobat format.
Please click here to download our George Kinder Questions Sheet in Adobe Acrobat format.

Jamie evaluating client needs

After the Meeting

At the end of the meeting you may:

  1. Decide to do nothing. Often clients' questions are completely answered. This type of client decides when they would like the next meeting. This may be in 3 months or in 3 years. These future meetings are typically billed at the current hourly rate.
  2. Decide you want a written report. These clients generally move to the Retirement Review service.
  3. Decide you need a detailed analysis of your portfolio. These clients generally are looking for more specific portfolio and investment information. This can be answered by an hourly charge or by moving to the Retirement Review.
  4. Sign up for the 6-month retainer service. This extends the one-time meeting service in to a full comprehensive plan during the following 6 months.
  5. Sign up for one of the ongoing services.

Scheduling a Meeting

You may schedule a meeting at one of our three office locations:

  • Barre: 51 Church Street, Barre Granite Association, Barre VT
  • Burlington: 76 Ethan Allen Drive, Suite #4, South Burlington, VT
  • St. Johnsbury: 770 Railroad Street, St. Johnsbury, VT

Contact Jaime today to schedule an appointment!