Schedule A Consultation

At Graham Capital, our first step is to understand your goals, values, and vision. Your Financial Advisor will assist you in building a customized investment plan to help you achieve your goals for the long term.

Please take a moment to fill in the form below and a representative will contact you shortly to schedule your complimentary consultation.

To take full advantage of your consultation time, consider the following financial planning questions and prepare to share your responses with your Financial Advisor. The more you share about your goals, risk tolerance, and complete financial picture, the better your Financial Advisor will be able to recommend optimal solutions.

Consider the following questions to help you prepare for your initial meeting:

  • What is going on in your life?
  • What are your financial goals, both short-term and long-term? 
  • What are your investment questions? 
  • What is your current financial situation?
  • How do you want to manage your accounts?