In our Discovery Session, we listened. In this meeting, we’ll show you what we heard.
Our team will present a high-level plan that outlines exactly how THOR can help you achieve the goals you shared with us. This is also your opportunity to get to know us on a deeper level. We will:
Formally introduce the team you would be working with.
Explain our comprehensive wealth management process in greater detail.
Answer any and all questions you may have about our approach.
We believe finding the right financial partner is one of the most important decisions you can make. The goal of this meeting is to provide you with complete clarity, not to ask for an immediate commitment.
After our meeting, we want you to take the time you need to think it over and ensure you feel 100% confident in our partnership. We will follow up with you at a later date to see if it makes sense to move forward together.
We invite you to schedule a brief introductory call to discuss your financial goals and learn more about how we work. This is a no-obligation conversation designed to answer your questions and determine whether our approach aligns with your needs.
