The First Step

Meeting with QSA Wealth Management is the important first step. It's an opportunity to become more familiar with our firm and to discuss your financial goals. This initial meeting is a relaxed and informal chat with no commitment required.

Your initial meeting will include an introduction to our services, an understanding of your personality and financial philosophy, and a review of your current financial situation and potential opportunities.

What to Expect

• A Clarifying Conversation: We will discuss and help clarify your financial goals and priorities.

• Personalized Advice: If you choose to engage with us, you will receive advice tailored to your personal goals and objectives.

• Custom Solutions: You will also receive information about custom solutions, including risks, benefits, and costs.

What to Bring

• Questions: A list of any questions you have regarding your current financial situation.

• Financial Goals: A list of the short-term and long-term financial goals that are important to you.

• Relevant Documents: 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.

Client Information Form

To streamline the process, we will send you a Client Information Form. This form helps gather all the necessary information about your financial situation, ensuring our first meeting is as productive and insightful as possible. Please complete and return this form prior to our meeting.

By following these steps, we can ensure that your initial meeting is informative and sets the foundation for a successful financial planning partnership.