Your first appointment with Kramer Wealth Managers may either take place in person or over videophone – depending on your location, needs and advisor. This appointment will introduce the Kramer Wealth Path strategy and how it pertains to your personal finances. Prior to the first appointment, we will request information that includes your current finances, bank accounts and investments. Using this information, we will provide you with an investment snapshot and early recommendations on investment strategy based on what we have learned. This first meeting will discuss this investment strategy and how it aligns with your short, mid, and long-term goals.