Do You Charge For An
Initial Consultation?
Zephyr does not charge for an initial financial review meeting. Typically, in a first meeting, our team gets to know the client(s), reviews their goals and current strategies in place, then discusses next steps.
Do You Have a Client
Size Minimum?
Zephyr takes the process of financial planning for their clients very seriously, and wants to work with clients who are equally as serious, regardless of if they are a young family, or successful business owner. For these reasons, we do not have a minimum size for our new clients.
What Do I Need to
Bring To A First Meeting?
It would be most helpful to bring any financial statements and outlines of assets to an initial meeting so we can gain an understanding of your financial picture.
Will I Be Charged If
I Call You?
Zephyr will never charge for a phone call. We want our clients to be comfortable with the process and not to hesitate to ask questions. We are always happy to take your call and help in any way we can.
What If I Already Have
a Financial Advisor/
Planner?
We’re happy you’ve already taken steps to prepare for your financial future. We often provide a second opinion or second set of eyes on existing plans. Some advisors specialize in a certain area of planning and are not as holistic in their approach, which leaves us opportunities to be a benefit. We are not here to interfere with any existing relationships and only wish to provide additional value.
What Type of Client
Is Your Specialty?
The Zephyr team specializes in working with business owners, executives and entrepreneurs but will work with other clients in need of sound financial advice and a trustworthy team. We use the same holistic approach and process across all clientele, which helps crystalize goals, create plans to achieve them, and implement strategies to make them a reality.
