The Right Fit™ Meeting

The "Right Fit™ Meeting" is our first step in determining whether you are comfortable with our approach in applying our experience to your financial interests by providing a total wealth management solution. Not everyone wants or needs their own personal or family CFO, backed up by specialists, whose expertise encompasses all aspects of the financial planning and financial management process.

The Right Fit™ Meeting includes:

• An asset inventory to determine if our approach is cost-effective for you (you should have investable assets [not including real estate] from $1 million to $25 million.)
• Examination of your long-term goals and plans for financial security.
• Reviewing your estate planning to-date, to include both tax mitigation and current investment strategies.
• Discussion on The DarrowCFO™ Advantage, a comprehensive approach to wealth management and its appropriateness to your situation and needs.
• An explanation of our fee structure and why building a long-term relationship with you is critical to success.

We take pride in the high level of service we provide to our clients, and we have the capabilities and resources to prove our commitment.

If you would like to arrange "The Right Fit™ Meeting", please contact us.

Go to Step 2: Developing your Financial Model