What Happens in our First Meeting

Our first meeting is designed to: 

  • Get to know you personally

  • Understand what matters most to you

  • Clarify your Vision, Values, Goals and Concerns

At Terry Hill & Associates, we recognize the best way to serve you is to listen to your wants, needs and concerns. Once we understand what you want to accomplish, we can explore the best opportunities to help you achieve a brighter future.

In a relaxed and comfortable environment, we discuss what you have been doing, where you stand currently and how you want your future to unfold.

Once we understand your Current Situation and Preferred Future, we: 

  1. Determine how your resources can best support your life goals.

  2. Test various scenarios to identify which strategies are the best fit for you.

  3. Explore ideas to ease your concerns and manage risk appropriately

  4. Create and implement a plan that gives you the best chance of turning your vision into reality.

Once we set the foundation of your plan, we have regular conversations to keep you informed about your progress. When necessary, we recommend appropriate adjustments to your strategy. As your advisor, we strive to provide greater satisfaction for you and your entire family.

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