The Initial Conversation

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The Initial Conversation

We begin by asking questions to learn about your goals, fears and strengths. This is also a time for you to ask questions of us. Our main goal is to help provide you with knowledge and confidence.

THROUGH THE INITIAL CONVERSATION WE WILL:

Help you identify what is important in your life
Help you prioritize your goals
Provide you with advice and tools to help you make wise decisions
Provide documentation of the ideas, discussions, and decisions regarding the goals and strategies

Securities and investment advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.
Affiance Financial, LLC and Financial Network Investment Corporationare not affiliated.

Registered to sell securities in the following States: Arizona (AZ),California (CA),Colorado (CO),Connecticut (CT),Florida (FL),Georgia (GA),Iowa (IA),Illinois (IL),Indiana (IN),Massachusetts (MA),Maryland (MD),Michigan (MI),Minnesota (MN),Mississippi (MS),North Carolina (NC),New Jersey (NJ),New Mexico (NM),Nevada (NV),New York (NY),Ohio (OH),Pennsylvania (PA),Rhode Island (RI),Tennessee (TN),Texas (TX),Virginia (VA),Washington (WA),Wisconsin (WI),Wyoming (WY).

Registered for Advisory Services in the following States: Minnesota (MN).

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Process

The Initial Conversation

The Initial Conversation