Your discussion with an Efficient Financial advisor is your chance to ask questions, discuss ideas, and see if you’re on track to meet your goals. No obligation – just an objective look at where you stand.
We do not charge for the initial discovery meeting and it presents both sides with the opportunity to see if we at Efficient Financial can add value for you and for you to see and decide if you would like to engage Efficient Financial to work for you.
Review your current goals and strategies.
Review / Design your Financial Plan.
Review your current investment and pension portfolio.