Our Approach

When you request an initial appointment we will contact you to arrange a convenient time and date on which to meet. Typically, the first meeting takes about an hour. When you arrive you will find your reserved parking space at the front of our building.

You will meet directly with one of our professional planners. The first part of the meeting is all about getting to know you and your unique circumstances. We like to get more detailed information about your background, family dynamic and professional situation.

We also want to know your dreams, goals and specific needs and concerns you might have regarding your financial future. Years of experience have helped Granite Financial Group to formulate the questions needed to help you realize your dreams and set attainable goals.

There is no charge for the initial meeting. For an ongoing relationship, there are various ways the compensation can be structured; commission-based, fee-only service or a combination of the two. Granite Financial Group believes in complete disclosure where charges are concerned, and will recommend what is the most advantageous to you.

If you would like to move forward to the next phase, we will set up a second appointment to start the planning process.