How will our relationship work?

Once you’ve decided to become a member, we will have our first planning appointment. Prior to that appointment we will guide you through sharing important information regarding your goals and current financial standings. This first appointment will typically last a couple of hours and allows us to learn a greater deal about what you hope to achieve. We will collect and discuss tax returns, account statements, insurance policies and estate & trust documentation. Once we’ve established our relationship and created your financial plan, we will work with you to open investment accounts that are in line with your long-term goals and risk capacity. In addition to our regular meetings, the team at LBDIAS is there to support you with any changes or issues that arise in your life and require assistance or support. Ready?

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