Initial Meeting

We look forward to our initial meeting with you! Meeting with a financial advisor for the first time can be intimidating, so we would like to let you know what you can expect in your first meeting with AJ Advisors.

Our first meeting is a time for potential clients to get to know the advisors and for the advisors to make sure we can help you with your needs. We are happy to discuss general concepts so you can get an idea of our philosophies and perspectives. We can even show you the tools we use to assist with your planning needs.

This first meeting typically lasts between one and two hours. If you have a certain time constraint, we can tailor the conversation to your specific questions so that we can be efficient with our time. Many potential clients ask if there is a fee for the first meeting and the answer is no unless you choose to have us begin work for you during that meeting.

We never want you to feel pressure to make a decision on working with AJ Advisors. You can choose to begin work right away or you are welcome to get back to us at a later time.

Helpful Information

To prepare for your first meeting, we recommend clients fill out and bring as much of the information on the following documents.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Personalized services should be construed as guarantees of a particular outcome. The effectiveness and potential success of the adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Client experiences can and will vary, and prior client experiences and outcomes are not a guarantee that any client or prospective client will achieve similar outcomes. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.