F.A.Q.

1. How do I prepare for our first meeting?
   
        What to bring to your financial review
   
        Financial Organizer
   
   
2. Is my personal information confidential?
   
   Yes. Most of our clients are referred by friends, family, and co-workers, we have a strict confidentiality policy. The person that referred will never learn anything about your situation from us and vice versa.
   
   
3. How do I introduce The Blisk Financial Group?
   
   Many of our clients like to introduce us, and the work we do to others whom they care about. When that opportunity presents itself, it would be good for you to know how we handle introductions.

   A. Personal introductions are best.
       We handle introductions carefully, without any pressure what-so-ever.

B. Are we a good fit?
    We look for a good fit; matching needs with our expertise.

C. How can we contact most effectively?