During the investment meeting, we will provide an overview of your current financial planning situation. We will review your current investments together and discuss your Investment Policy Statement in detail. Based on your financial planning goals, time horizon, risk tolerance, and liquidity needs, we will develop your personal investment plan.
During this meeting, you will complete paperwork to open accounts and transfer assets to be managed by Autumn Financial Advisors, LLC. We will schedule your financial plan presentation, which will provide more details on your proposed scenarios and how investment management will be integrated with financial planning.