Reeva Zanger

The first meeting I have with Clients is a discovery meeting. It’s an opportunity for us to get to know each other and have conversations about your unique needs and goals. No two Clients have the same values and priorities. These first meetings are a great way to lay groundwork for future meetings. 

The second meeting is for determining what options we can put in place to help you reach your goals. If you’re ready, I can also help you implement these options at this time. The process can go as fast or as slow as a Client is comfortable with. As the Client, your needs and comfort are my top priority, so ask any questions you may have. A big part of my process as an advisor is education. I want to make sure Clients know why they need certain products. 

For future meetings, you as the Client are in the driver’s seat. We can meet as often or as little as you would like (for my process I prefer no longer than two years). Life changes and your financial strategy needs to change with the different stages of your life. 

No matter what stage we are at, I offer flexibility in meeting with Clients. I know how busy our lives are and that typical 9-5 business operating hours does not work for all. As such, I offer meetings in person or via zoom, at my office or in your home. I also accommodate evening appointments where I can. It is truly a Client first experience I strive to offer.