ConnectNew clients often tell us a similar story that revolves around the difficulties of staying in touch with a previous advisor. Our proactive approach is different. We take the responsibility to ensure our clients have scheduled review appointments throughout the year. The first step is to determine if we are a good fit for a lasting relationship based on trust and responsiveness. We do this by simply setting an appointment to get to know one another better. No decisions have to be made and no cost are incurred during this initial appointment. Connect With Us Name Email Phone Question Thank you! Oops!