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Where Now?
 

 

Where Do We Go From Here?

 

First Meeting (45 minutes)

bulletwe quickly fall into step with you
bulletprovide information about us
bulletlearn your goals and objectives
bulletdetermine what you're currently doing

 

Establish the Next Step

bulletwhether or not to proceed
bulletschedule next meeting for further work and presentation of recommendations
bulletput forward onto mailing list, - future calls
bulletcomplete immediate business

 

To start the process, gives us a call


John L. Housser
Telephone:
519-745-8771
Toll Free: 1-800-866-8727
Fax:
519-585-7676
Email: jlhousser at parkwoodfs.com


We will give you a call to set up a meeting at your convenience.

 

 
 

John L. Housser

519-745-8771   |   1-800-866-8727
jlhousser@parkwoodfs.com

Copyright 2003 Parkwood Financial Services Inc.
Last modified: Oct 17, 2012