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Initial 15-Minute Call

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To make the most of our time together, please find below the agenda for our meeting:

  1. Welcome and Introductions (2 minutes)

    • Brief introductions to get to know each other.

  2. Understanding Your Financial Goals (5 minutes)

    • Discuss your primary financial objectives.

    • Explore any immediate financial concerns or challenges you face.

  3. Overview of AWM's Services and Approach (3 minutes)

    • Introduction to the services we offer.

    • How we tailor our approach to meet individual client needs.

  4. Determining Our Potential Fit (3 minutes)

    • Assess whether our services align with your needs.

    • Outline the potential next steps if there is mutual interest.

  5. Q&A and Conclusion (2 minutes)

    • Address any immediate questions you may have.

    • Discuss potential next steps and follow-up process.


To prepare for our meeting, we kindly ask you to consider the following:

  • Reflect on your key financial goals and any specific areas you wish to address.

  • Feel free to note down any questions or topics you would like to discuss.

  • Use the link below to answer five questions that will help us better understand your goals and current financial situation.

Additonal Resources

Find out more about us:

  • Use the link below to get answers  to frequently asked questions that can help you make an educated decision about partnering with our firm.

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