The all-important process of client discovery

Getting Started

Each client we meet is not only unique, but at a specific stage in his or her life. That’s why our initial meetings are perhaps the most crucial time we’ll ever spend with you.

Essex Financial advisors take the time to get to know you. What are your key concerns for both the short term and the long term? What are the wider ramifications presented by your family, loved ones and/or business relationships?

We understand your goals

A Solid Foundation

To establish a solid foundation for our work together, we think it’s crucial to answer these kinds of big-picture questions. It’s important to look at who you are, what you have accomplished, and where you want to go. This enables us to craft our initial recommendations to serve the goals you value most.