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Working together

Meeting with a financial advisor at Michelle Heide & Associates is an opportunity to examine your goals and dreams. It will be a relaxed and informal conversation about what you are wanting to achieve and what matters to you. Our goal is for us to learn about your priorities and concerns, help you learn about how we work with clients and determine if we are a fit to collaborate with you.

Your first meeting is just the beginning of an ongoing relationship and process. When you work with us, you can expect:

  • We will fully understand your financial goals, needs and aspirations
  • We will collaborate with you to implement the solutions that make sense to you.
  • We will track your progress towards your goals and you will be able to see this progress through our digital tools.
  • We will meet regularly either in person or digitally to stay on top of any changes, review your goals and make adjustments as needed.