Meet The Team

The next step is meeting with our team in our office or via Zoom. The meeting normally lasts up to an hour and we really seek to understand your financial goals and concerns.

Before the meeting we’ll request some important documents from you. This information will assist our analysis and help us answer your questions.

Analyze

After meeting with you, our team will apply our decades of experience to answer your most important questions.

1. Are you on track for achieving your financial goals? Most people want to know if they will run out of money before they run out of time.

2. Can your investments work harder for you? Are you taking more risk than you are aware of? How much are your investments costing you?

3. Can your lifetime tax bill be reduced? Its not just about how much you’re paying today, but how much you pay over your life that counts.

Review Assessment

Now that our analysis is complete, we will have a second meeting to share our findings with you. We will explain to you – without all the jargon – what you can do to improve your chances of success.

We will answer your most important questions. According to our clients we have a way of making the complicated easy to understand.

At the end of the meeting we will ask if you find our services valuable and if you’d like us to partner with you. You are free to think about it.

Think About It

We want to be your partner for a long time so it’s important you take as much time as necessary to make a decision.

Here are some questions to help you make a smart decision and avoid a costly mistake:

1. Do I like, trust and respect the First Coast Wealth team?

2. Will the value I receive be worth more than the fee I pay?

3. Do I understand and agree with their approach to investing?

4. Do their financial planning recommendations make sense?

We are not into being pushy so the ball will be in your court to decide to engage with us. We will not hound you.

If you decide that we aren’t a great fit, that’s completely fine. We know we’re not right for everybody. There will never be a hard sell to pressure you to say yes.

Let’s Get Started!

We are honored that you have chosen to let us partner with you in the achievement of your financial goals.

Before we get started, we will regroup to answer any lingering questions and set expectations for the new client process. Once your account(s) have been opened we will focus on implementing the steps necessary to achieve your financial goals.