Hello, I'm Scott Pile, founder of Clio Financial Services. We serve as a fiduciary, protecting your interests, not as salesmen. In our initial consultation, we will spend time getting to know each other. You will be interviewing us about who we are, how long we've been in the industry, what we've done, the type of clients we serve, and the value we can provide. Meanwhile, I will be interviewing you about your life, dreams, goals, needs, and interests. It's important for us to get to know one another so we can serve you and your family effectively. To prepare for the initial consultation, write down the things that frustrate you about your finances. When you lay your head down at night, is there something that keeps nagging at you about your current portfolio? What do you like or dislike about your current financial situation? This preparation will help us understand your needs better. Sometimes, when we hear the words "free consultation," we may be wary of a sales pitch or presentation. However, our initial consultation is not about sales. We genuinely want to understand your frustrations and concerns, and we can address some of them just through a conversation. During our approximately one-hour consultation, we should be able to determine if we like each other and if there is chemistry. This step is crucial because we want to enjoy spending time together. Only if both parties feel comfortable will we decide to proceed to the next step. The next step involves investing time in gathering information such as wills, trust, financial statements, bank statements, budgets, cash flow needs, and discussing important financial aspects with your family. Once you set an appointment, we can dive deep into your financial situation. If you're ready to take the first step and join us for a free consultation, email...
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