Frequently Asked Questions
The purpose of the initial consultation is typically twofold: first, to talk about your current situation, including your goals and beliefs; second, to talk about what we believe and how we work. At the conclusion of this, you and your advisor can usually decide if there is a match and if further consultations are worthwhile.
At the initial consultation, no documentation is required, as generally speaking, work on your “numbers” will not begin until the second meeting, unless agreed to beforehand by the advisor and client.
It is suggested that to make an initial appointment, please call Larry E Wallace Financial directly. By calling, you and an advisor will be able to clarify expectations and discuss potential dates. Once a time is chosen, an email confirmation and/or Calendar invitation will be sent. Please “Accept” the meeting so it is officially confirmed on both calendars.
To change or cancel, please use the Calendar invitation. Our policy is a 48 hour change/cancellation notice (except for emergencies) to give you and the advisor time to reschedule. Thanks for your assistance with this policy.
The office is located at 1112 W Market St. Greensboro NC