First Consultation
Engaging with Wealth Gardens is the ideal choice if you are committed to a long-term partnership and seek a reliable family consultant for all your financial needs.
Your initial meeting will be with either Elina or Yuliia, our experienced consultants. This session provides an opportunity for you to pose any financial queries, gain insights into Wealth Gardens' operational processes, comprehend the upcoming steps, understand the consultant's responsibilities, and grasp the fundamental principles of planning in collaboration with our team.
To optimize your preparation for the meeting, we kindly request you to:
- Outline the priorities of your life and financial objectives,
- Familiarize yourself with the Services and Packages offered to our clients,
- Visit (and, if inclined, subscribe to) our LinkedIn page for the latest updates and news.
Take a moment to complete a brief questionnaire, and in return, enjoy a complimentary 30-minute online consultation on our personal financial planning service.
We look forward to assisting you in navigating your financial journey with Wealth Gardens.
