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Introductory Call

Let's Get to Know Each Other



YOUR INTRO CALL IS SCHEDULED

Thanks for scheduling a call with Birch Investments. You should have received a calendar invitation for our call.  When it is time for our call I will call you directly.

In the meantime here is some information to prep for our call:


WHAT WILL WE TALK ABOUT?

This short call will give us both a chance to make sure your needs matches our expertise.

During this time we will discuss:

  • Your background including your family and employment status
  • What prompted you to reach out now
  • What you are looking for in a financial advisor
  • What your finances look like
  • Questions you have about Birch Investments

Most investors aren't sure what questions to ask potential financial planners. 

The CFA® Institute has put together a list of questions you should ask a financial advisor you are considering hiring.


WORKING WITH AN INDEPENDENT FIDUCIARY

Our service model is different from most South Dakota financial advisors. We are a fiduciary to our clients - this means we are required to act in your best interest. Our clients receive advice without any sales pressure.

We intentionally keep our practice small so we can focus on delivering high value to a limited number of clients.

We offer several ways to work together.

Please download our menu of services to explore what fits your needs.


WHAT COMES NEXT?

Hopefully we will find that we're a great fit! If we are, we'll schedule a longer meeting to begin an in depth discussion of your goals and resources. We will seek to understand your unique situation and demonstrate how our services can fit your needs.

If we aren't a great match for you, we'll be happy to answer any pressing questions you have free of charge during our allotted time. When we're done we will be happy to send you resources on other options available to you outside of our firm.

That's it. Talk soon!

Brian Berkenhoff, CFA