First Meeting

Our First Meeting

Team Moir holds firmly to the belief that an educated Partner is our greatest asset!

The first step that a new Partner can expect to take with Team Moir is our “get-to-know-each-other” meeting, where we each decide if we feel comfortable working together. Going forward, we will gather from you the necessary information to create your personal profile and prepare our recommendations to achieve your goals.

Your unique recommendations may cover: wealth creation and preservation, income and cash flow, estate planning, education funding, life and disability insurance, tax planning, mortgage and alternative debt options, and any other financial issues that may be specific to your situation.

The first meeting and review of your personal financial health are free! It’s your choice to choose Team Moir!