Your First Meeting with Global
Everything you need to know to make the most of your complimentary introductory consultation.
At Global, we base our relationships with clients on an integrated approach to financial advice. That means understanding not just your financial situation and goals, but where your life is now and where you would like it to take you.
Because each client's goals and situation are unique, your initial consultation is an opportunity to explore your needs, learn about the services we offer, and understand the associated fees. It also gives each of us an opportunity to see what it would be like to work together on a continuing basis. We want to ensure that Global can support you with an appropriate level of service to meet and exceed your expectations.
Your Initial Consultation
An initial meeting typically lasts about an hour. Here is what we will cover together.
Identify Your Needs
We will review your current financial situation and identify the key management issues that matter most to you.
Propose a Plan
Together, we will outline a format and approach for addressing your financial priorities and goals.
Estimate the Timeline
We will provide an estimate of the time and resources needed to address your specific financial needs.
Answer Your Questions
We welcome all of your questions about our services, philosophy, fees, and how we can best support you.
What to Bring to Your First Meeting
The more information you can bring, the more productive our first conversation will be. Do not worry if you do not have everything listed below.
Financial Accounts
Income and Tax
Assets and Liabilities
Estate and Insurance
Goals and Questions
Completed Questionnaire
Portfolio Preferences Questionnaire
Please download and complete this questionnaire before your first meeting. It helps us understand your investment preferences, risk tolerance, and financial goals so we can make the most of our time together.
Download Questionnaire (PDF)Making the Most of Your Meeting
A few suggestions to help you prepare for a productive first conversation.
Allow About an Hour
Your initial consultation typically lasts about an hour. We want to make sure there is plenty of time to discuss your situation without feeling rushed.
Come with Questions
Write down any questions you have in advance. There are no wrong questions, and we are here to provide clear, straightforward answers.
Bring Your Spouse or Partner
Financial planning works best when all stakeholders are involved. Your partner's input helps us build a plan that works for your entire household.
Do Not Worry About Perfection
If you do not have every document on the list, that is completely fine. Bring what you can and we will work through the rest together over time.
Ready to Schedule
Your First Meeting?
We invite you to a complimentary introductory meeting to explore how Global can help bring clarity, confidence, and a plan to your financial life.
Schedule a Consultation