Meeting to learn about your financial concerns
This complementary, initial meeting is a first step to meet and learn about each other. We’ll begin by telling you about our background, our strengths and investment approach. We’ll answer your questions and ask about your financial concerns. The objective is to determine if we can help you improve your financial life and for both of us to decide whether or not we see value in a new Advisory relationship.
Start a Conversation...
The meeting can last from 45 minutes to 2 hours. The time spent depends on how complex your financial situation is and the degree we look at specifics. Bring account statements to hear specifics about what we’d do to improve your results.
Financial Advisors with ProActive are licensed to provide advice not to sell securities. Our Investment Management Services include core financial planning. Our fees are transparent and based on your aggregate account size. All client assets are held with third-party custodians (Fidelity, Pershing, Interactive Brokers and TIAA CREF.) They report independently and directly to you. You grant us screen access to make trades and manage your accounts for you.
836 Euclid Ave. Suite 306
Lexington, KY 40502
In Chevy Chase Plaza
Enter next to Graeter’s Ice Cream drive up to the third floor, come through the glass doors, up steps and turn right. We are Suite 306. We will also validate parking pass for you at the end of meeting
*and by private Appointment*