Getting Started

Pens

If you’d like to hear how we can make a difference in your life, the first step is to meet with Jeff. We need to learn about you, your goals, and your concerns, and that knowledge forms the foundation of our relationship. Likewise, we want you to get to know us.  Meeting times are flexible for your convenience, and we love to host meetings in our casual and unique office.  If it is best for you, Jeff is happy to drive to you. There is absolutely no cost or obligation for our initial consultation meeting.

Your first meeting is also an opportunity to review your financial landscape from a fresh perspective. Everyone can benefit from bouncing ideas and questions off an impartial and experienced professional. You are welcome to bring any statements or documents to this meeting. Even if you don’t become a client, we are confident that you will find this time well spent.

If you’d like to proceed after our first meeting, we then gather more detailed information about you and your finances. Now we put our expertise to work to provide a comprehensive plan for your financial future. Besides regular meetings, we are always available for any questions.  We pride ourselves in our responsiveness to any requests.

Our goal is to partner with you to simplify the financial planning process, and we will strive to manage as much of that process as possible.  Working together, we hope to bring you peace of mind while looking toward your retirement years.  Welcome to the First Financial Associates family!