On our first appointment we'll spend the majority of our time talking about your financial goals, where you're currently at, and why you're looking for a financial advisor. I'll ask questions to help determine if what you're looking for is what we provide, and will tell you about myself, my history in the business, and about our services and fee structure. If at the end of our appointment we're both confident we're a good match, we'll formally establish our advisor/client relationship. If, however, one or both of us feels it's not a good match, we'll shake hands and part as friends.