What Can You Expect?

Rorik wants you to be confident, making the best decisions for your future and family.  Money can be very intimate topic.  The process of working with a financial advisor is much like dating.  There is an initial period that both you and the advisor need to get to know each other.  Folks are right to be cautious with whom they choose to divulge their financial lives.  Therefore, Rorik schedules meetings by appointment only to safeguard time and client privacy.  He also schedules initial consultations so that you have an opportunity to get a feel for how we works before you make the big decision to become an ongoing client.

 


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