Step 1: Initial MeetingThis meeting is all about getting to know each other. We will focus on identifying your goals, determining what is important to you and how we can assist you. At this stage we will also explain our fees and charges and the level of advice and service you can expect in return.
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Step 2: Letter of EngagementAfter our initial meeting, we will consider the advice and work that is required to help you. After careful analysis, we will present you with a Letter of Engagement. The Letter of Engagement will summarize our understanding of the issues that are important to you and the advice we believe is required to assist you achieve financial success. It will also provide you with a fee estimate for the work required to develop your financial plan.
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HFS Wealth Management
8350 Meadow Road, Suite 181 Dallas, TX 75231 Phone: (214) 346-0785 Email: info@hfs-wm.com |