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We encourage you to visit our office for an initial meeting. There is no fee to meet and these conversations are always confidential. Prospective clients usually regard this as time well spent.
Our first question for you will be, "What brought you here?" After hearing from you, we describe how our services may apply to your situation, explain how we are paid, and review what is required for a good working relationship.
The issues you raise at the beginning of the
meeting direct the discussion that follows. Typically this includes
an extensive intake, where we gather detailed information about
your financial situation. Most initial meetings last an hour
or two.
Usually a follow-up meeting is scheduled to present any recommendations we may have for you. After discussing our ideas, a determination is made regarding how to proceed. If it is decided that our services are a match for your needs, we guide you through the investment process step by step.
At Niehaus Financial Services, these first meetings are only the beginning of our long-term working relationship with you. As your situation changes and you grow through different stages of life, we will help you manage your investments to reach your financial goals.
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The Niehaus Approach
(PDF 609K)
Our Investment Philosophy
(PDF 120K)
What to Bring to Your First Meeting
(PDF 146K) |
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