top of page
Bianchi Wealth Management
President - Portfolio Manager
Book an Appointment with me
Call 585-662-5019 or email mike@bianchiwm.com to schedule an appointment!
Once you schedule an appointment, please bring the following:
-
A list of concerns and/or goals to discuss
-
Prior years' IRS returns
-
Life insurance policies if applicable
-
Long-term care policies
-
CD statement with maturity dates and interest rates
-
IRA statements
-
Most recent 403(b), 401(k) and pension statements
-
Brokerage account statements
What is the process of working with me as a first-time client?
Step 1
Step 2
Step 3
In our first meeting, we'll get to know each other, review your financial situation, and I'll tailor a plan to help you achieve your goals, leaving you with a clear understanding of the next steps
I'll give you some time to reflect on what we discussed in our meeting, and then follow up to hear your thoughts on the plan I’ve created for you. We’ll dive deeper to identify the steps needed to move forward with your financial plan.
Once your financial plan is in place, we will meet regularly to fine-tune strategies based on your specific goals.
bottom of page