Alpha Partners
Financial Group

What to Expect

 
 

What to expect….

THE CONSULTATION

You will not be responsible for any cost for a consultation, this meeting is done at our expense. This meeting allows us to get to know each other and see if we are going to be a “fit” for working together.

In the consultation we will look to accomplish:

  1. A better understanding of what brought you to meet with us. We will look to find out what some of your biggest concerns are and answer any questions you may have.

  2. In order to make sure that we are a good “fit” to work together we need to make sure that everyone is on the same page.

  3. We will discuss what it looks likes to work with our Team and what the expectations are on both sides.