You’re not sitting in front of us because you want to look at charts and graphs (Well, maybe some of the engineers are).
You’re sitting in front of us because you want to improve your financial position by way of your wealth management, and by transitive property, improve your life.
That means we need to know what matters to you. Some would call it mission-critical.
Expect us to stay at this stage of our relationship until we feel comfortable that we know because if we don’t know, we can’t help.