At Threets & Associates, we prioritize building lasting relationships with our clients. When we meet for the first time, you can expect more than just a meeting – you can expect a conversation.
During this initial conversation, my sole aim is to get to know you better. I want to understand who you are, what your needs are, and if you’re the right fit for the services we provide. If you feel that we’re a good match and want to delve deeper into your goals and financial aspirations, the conversation transitions into a consultation.
During the consultation, I’ll listen attentively to your needs and desires. I’ll ask thoughtful questions designed to uncover the root of our meeting and to ensure that your goals align with our services.
It’s important to note that there are no upfront fees with Threets & Associates. We only earn after services are rendered, never before. However, I will ask you to sign a contract before providing any services and to solidify our commitment to working together.
At Threets & Associates, we’re committed to transparency, understanding, and delivering results. Let’s start a conversation today and pave the way towards achieving your financial goals together.