Selecting the appropriate financial firm is an important first step in planning to meet your financial goals. You want to select an organization that is trustworthy, operates with no hidden objective, offers comprehensive services, and one you feel comfortable working with for the long term. With this in mind, we have designed our initial meeting to be an interview that provides you an opportunity to ask questions about our firm and what we do. This meeting also provides an opportunity for one of our Associates to gain an understanding of the financial goals that are important to you.

Before you have an initial meeting with The Henssler Financial Group, we will send you an expanded and interactive brochure that highlights some of our services and history. A financial consultant will call you for a brief, introductory phone consultation. During this 10-15 minute phone call, the Henssler Associate will ask a few questions to better understand your current financial situation, your goals and time horizons. You will also be able to schedule a time for your initial meeting. All information that you provide during your phone consultation and initial meeting is deemed personal and will be held in the strictest of confidence.