You can schedule an appointment with our academy by contacting us through our website or by phone. Our contact information can be found on our website, and our team will work with you to find a convenient time and date for your appointment.

No, you do not need to have any prior experience or knowledge of investing before scheduling an appointment. Our agency works with individuals and institutions of all levels of experience and knowledge, and we are happy to provide education and guidance as needed.

Depending on your specific situation, we may ask you to bring certain financial documents to your appointment. It is helpful to bring any relevant financial documents, such as account statements, tax returns, and investment portfolios, to your appointment. However, if you do not have these documents readily available, our advisors can still work with you to develop a personalized investment strategy.

The length of your appointment will depend on your specific needs and the complexity of your financial situation. Generally, appointments can last anywhere from 30 minutes to 2 hours.

During your initial consultation, we will take the time to get to know you and your financial goals. We will ask you questions about your investment experience, risk tolerance, and investment goals. We will then work with you to develop a personalized investment strategy that aligns with your goals and risk tolerance.