The First Step
Meeting with Achieva Wealth Advisors is the important first step. It's an opportunity to become more familiar with our firm and to discuss your financial goals.
Your meeting will include learning about your personality as well as a review of your current financial situation and potential opportunities.
What to Expect
- A conversation that will help clarify your financial goals and priorities
- If you choose to engage in the Achieva Wealth Advisors Process, you will receive advice tailored to your personal goals and objectives
- You will also receive information about custom solutions including risks, benefits, and costs
What to Bring
- A list of any questions you have regarding your current financial situation.
- A list of the short-term and long-term financial goals that are important to you
- Any account statements, income and expense information or other areas of your financial life that require immediate attention or about which you have specific questions
