Getting Started
We make it easy for you to become acquainted with us and to become comfortable in discussing your financial situation with us.
Your First Contacts with Pleasanton Financial Advisors
As our first step, we talk with you briefly, usually over the telephone, to determine whether we might be able to assist you. Then, if appropriate, we set up a get-acquainted meeting to learn more about your specific financial issues and to better introduce ourselves.
During the get-acquainted meeting, if we determine that our services can be valuable for you, we will make a proposal that includes the amount of time and fees anticipated during our work with you.
During the first contact or during the get-acquainted meeting, we will discuss the best way for you to provide the information needed for our analysis of your financial issues.
From the beginning, I recognized that people in our community had a huge need for help with their financial planning but didn't know where to get it. I am convinced that a fee-only firm with an expert staff can best deliver services tailored to individuals' needs.
- Gary Smith, PhD, CFP™