WE ARE ONLY INTERESTED IN WORKING WITH CLIENTS WHERE OUR ADVISE CAN SIGNIFICANTLY IMPROVE THEIR FINANCIAL DECISION-MAKING AND ULTIMATELY THEIR WEALTH.
IF YOU ARE ALREADY CONDUCT¬ING YOUR FINANCES PERFECTLY OR IF YOU ARE RELUCTANT TO ACCEPT ANY OF OUR FINACIAL RECOMMENDATIONS, NO MATTER HOW REASONABLE THEY MAY BE--THEN YOU ARE NOT A:SUITABLE CLIENT FOR OUR FIRM.
A 15 MINUTE, NO-OBLIGATION, PHONE CALL TO US IS THE BEST WAY TO DETERMINE WHETHER WE CAN ADD VALUE TO YOUR FINANCIAL LIFE. WE WILL ASK YOU QUESTIONS ABOUT YOUR, FINANCIAL OBJECTIVES, WEALTH, AND INCOME, TO DETERMINE WHETHER YOU ARE ON-TRACK TO MEET YOUR FINANCIAL GOALS. WE CAN ALSO ANSWER ANY QUESTIONS YOU MIGHT HAVE ABOUT HOW WE WOULD WORK WITH YOU.
IF AFTER OUR INITIAL PHONE CONVERSATION, WE BELEIVE WE CAN ADD SIGNIFICANT VALUE TO YOUR FINANCIAL LIFE, WE WILL RECOMMEND THAT WE SET-UP AN INTRODUCTORY MEETING.
DURING THIS MEETING, WHICH NORMALLY LASTS 1 HOUR, WE WILL DELVE MORE DEEPLY INTO YOUR FINANCES, EXPLORE HOW WE CAN HELP YOU, AND OUTLINE THE COST OF WORKING WITH US.
OUT OF THIS MEETING, WE WILL DETERMINE WHAT LEVEL OF MITCHELL ADVISORY SERVICES IS MOST COST-EFFECTIVE TO YOU AND BEST MEETS YOUR NEEDS.
MANY OF OUR CLIENTS BEGAN OUR RELATIONSHIP, BY PAYING US ON AN HOURLY-BASIS TO ADVISE THEM ON A SPECIFIC FINANCIAL ISSUE AND LATER CHOSE US TO WORK ON AN ONGOING-BASIS TO MANAGE THEIR INVESTMENT PORTFOLIO.