Serving Washtenaw & Livingston Counties(734) 995-0829Client login →
C&D Wealth AdvisorsFee-only · Since 1981 Book a free first meeting
What to expect

Your first meeting, step by step

Meeting a new advisor shouldn't feel like a sales pitch. The first meeting is free, there's no obligation, and it's simply a conversation to see whether we're a good fit.

Reach out

Call (734) 995-0829 or book a time online. A first meeting usually takes about an hour.

We meet wherever is easiest for you:

  • On Zoom, from home
  • In person at your home or business
  • Over a meal at a local restaurant. Scott likes Knight's Steakhouse in Ann Arbor, or pick a place you enjoy.

Sit down with Scott

You'll talk with Scott directly, not a salesperson or an assistant. We'll talk about what you want your money to do, what's on your mind, what you have today and how it's invested, and how you like to stay in touch. You're welcome to bring a spouse, a family member, or anyone you trust.

What to bring: recent statements for your investment and retirement accounts, and any questions. A recent tax return helps if you'd like taxes factored in. Don't worry about having it all organized. Sorting it out is part of what we do.

A written proposal

If it looks like a fit, we'll send a written summary of your situation and our recommendations, along with an agreement that spells out the services and the exact fee. Nothing starts until you've read it and agreed.

Getting started

If you decide to go ahead, we'll help you open or transfer accounts in your name at Charles Schwab, go over your goals and comfort with risk (our short risk questionnaire helps), and put together your Investment Policy Statement. From there, you'll hear from Scott at least every quarter.

Not a fit? That's fine too. If we're not the right match, we'll tell you, and we'll try to point you somewhere better.

CallBook a meeting