Referrals
So you've been referred to us — what's next?
Given the high level of service and attention for each client, Walled Lake only accepts new clients through referrals. Existing clients know us best, and if they are introducing us, apart from being a high compliment, they believe you will benefit from the services we offer.
What to Expect
The Introductory Call
This call can be as brief or as detailed as you need. We'll ask questions to understand your situation and share insights about our approach and capabilities. We are not everything for everybody, and it’s important to us that our capabilities and approach match your specific needs and preferences. After this call, you can decide if you'd like to proceed with the next steps.
The Initial Meeting
The first meeting is the perfect time to discuss your financial situation in detail, providing us with the specific information needed to start planning effectively. We'll explore your financial background, review your assets and liabilities, and discuss your long-term objectives.
Working Together
Like you, we seek the right fit for our relationships. If everyone feels confident in the partnership after the initial conversations, we will move forward with formal arrangements. Our ongoing meetings can be conducted face-to-face, via phone calls, or online. You can even view a shared computer screen from your home or office, making the process seamless and convenient.
