What to Expect
It's an extremely important decision in choosing the right financial advisor.
At Skyvoy Capital, we want to provide you with every piece of information needed for your advisor selection process.
Here is what you can expect from our initial conversation:
01.
Discussion
Discuss your goals and what prompted you to see our advise.
02.
Review
Review your current financial situation.
03.
Prepare
Please come prepared to discuss the following items:
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Age(s) of family members
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Income (W2, 1099, rental, etc)
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Investment balances (IRA 401k, etc)
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401k/403b/457 contribution percentages
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Real estate values
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Outstanding debt (amount and rate)
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Monthly expenses (approximate)
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Liquidity needs and cash flow
04.
Overview
Provide an overview of our services and how we might improve your specific situation.
05.
Answer
Answer any remaining questions you have.
06.
Next steps
Discuss next steps, if any.