What to Expect

We go way beyond just asking financial questions at MSMF. In order to craft a financial strategy that truly suits your needs, we need to get to know your challenges, goals, and aspirations.

Onboarding Phase

You’ll spend time with your advisor talking about your vision for the future and discussing your current financial picture. Once we get to know you, we will share the investment options and wealth management blueprint that aligns with your ideal outcome.

Ongoing Relationship

Once you become our client, we will meet regularly to review how your blueprint is performing and discuss any changes in your life that may impact you financially. We can meet as often as you like, over the phone or in person—however you prefer to interact with us is how we will deliver. Nevertheless, it’s important for us to stay in touch regularly so we can ensure we’re serving you in accordance with your ever-changing needs.