New Client Information

Initial Meeting

We look forward to our initial meeting with you! Meeting with a financial advisor for the first time can be intimidating, so we would like to let you know what you can expect in your first meeting with Kay Quinn Financial.

Our first meeting is a time for potential clients to get to know the advisors and for the advisors to make sure we can help you with your needs. We are happy to discuss general concepts so you can get an idea of our philosophies and perspectives. We can even show you examples of the work we have done for other clients.

This first meeting typically lasts between one and two hours. If you have a certain time constraint, we can tailor the conversation to your specific questions so that we can be efficient with our time. Many potential clients ask if there is a fee for the first meeting and the answer is no unless you choose to have us begin work for you during that meeting.

You will never feel pressure to make a decision on working with Kay Quinn. You can choose to begin work right away or you are welcome to get back to us at a later time.

Helpful Information

To prepare for your first meeting, we recommend clients fill out and bring as much of the information on the follow documents.