Where to Begin
No matter where you are in your financial journey, it’s crucial to have knowledgeable people in your corner.
Do you want to know more about the financial planning process?
Your first step on this journey will be to schedule an Introductory Meeting with one of our qualified advisors. During this free, no-pressure conversation you will discuss your goals and dreams for creating a financial plan, as well as address any questions or concerns you may have.
You will leave this meeting knowing:
The basic steps of financial planning
Who we are at Godfrey Financial, how we operate, & what makes us different
No matter where you are on your financial journey, you will be respected, listened to, and supported.
How to schedule your Introductory Meeting:
Online: Please visit Our Team. There you can learn more about us and schedule an appointment with the advisor of your choice.
By Phone: Please call (518) 767-2574 during business hours.
How to prepare for your Introductory Meeting:
Write down any specific goals and questions you may have.
That’s it!
What happens after the Initial Meeting?
After the initial meeting, if you decide that you would like to start the financial planning process, you will be paired with an advisor who best meets your needs. This advisor will work with you to create an individualized, personalized plan to financial success.
Even though you may work primarily with one advisor, we operate with a team approach at Godfrey Financial. You will always have our entire team of professionals to assist you.