If you’ve yet to engage with an advisor, then that’s probably one of the first questions you will have about the advice process. At Paxton Bridge, our first meeting is called the “Framework Discussion”. It’s a structured conversation around what you value, what has shaped your beliefs and attitudes towards money, and where you want to go.
Our questions aim to provide us with the right information to develop a strategy that gives you want you want out of life. Check out the video below for more information.