Once you have decided to become a client, the first and foremost item on the agenda is Suitability.  We need to make sure that we understand how much or how little you may know about investments.  We also need to know what your personal investment history is, what your risk tolerance is, and a whole host of other items that will help us build a personalized roadmap to your future based on your individual wants and needs.  This is a reference point that we will visit and revisit throughout our relationship.