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Financial Consultations

Complimentary Financial Consultation

Your initial consultation with a Vasco advisor is complimentary. It’s an opportunity for you to ask questions, talk informally about your financial needs, goals, and get to know the advisor. After your initial consultation, you should have an idea of how Vasco can help you and the steps to take to get there.

To help prepare for this meeting, you should have a basic idea of your current financial situation, assets, and financial goals.

What you should bring to your consultation:

  • Account statements, budget information or other areas of your financial picture that you feel deserve immediate attention.
  • Information about any assets you may be interested in leveraging for a loan or sale.
  • Future dreams and financial goals you’d like to achieve, including short- and long-term goals.

The initial consultation will be a starting point to help you and the financial advisor get to know each other and your needs. Ultimately, we encourage you to ask the questions in your initial consultation that are most beneficial to you.

To schedule an initial consultation, contact us.