627 Eastwood St., Suite A
Welcome! We’re glad you’re here. In your Discovery meeting you and your advisor will get to know each other well, we will work to better understand your specific financial goals, and ensure we are a good fit for you. The only thing we need you to bring to this meeting is yourself. Having an advisor you trust is invaluable, so we begin every new client relationship by simply getting to know you. We’ll even bring the coffee.
Welcome to the SOKY Financial Services` Family! During this meeting, we will review the financial plan that you and your advisor created just for you. We’ll put together a book that gives you a sense of control over your financial future, and we will help you get acquainted with our online client portal – where your investments are available in one location for ease of access.