Unique Client Experience

We provide a unique client experience! We know life is busy! We know it is difficult to take time away from other duties. We provide a unique client experience! We know life is busy! We know it is difficult to take time away from other duties. 

So, we want your time in our office to be enjoyable as well as personalized on your financial needs.

During your appointment, in addition to snacks, we offer:

• Coffee (espresso, latte’s, cappuccino’s) 
• Soda (Coke, Sprite, Root beer)
• For afternoon appointments, we also offer beer and wine.

Our relationship with you is important to us. So, we take time to get to know you and understand your priorities. In doing so, we offer two complimentary appointments to determine if we are mutually a good fit for each other.

Prior to your first appointment, we have you take a Money Mind Assessment. This allows us to get an insight on how you THINK AND FEEL about money.

At your first appointment, we go through results of the MM and talk out ways to thoughtfully go forward by using an engaging interactive prioritization exercise.

Then, prior to your second appointment, we have you bring in your financial documents that allow us to see the full picture, so we can create a comprehensive plan that is dynamic and adaptable throughout your lifetime.

At the end of the second appointment, you will leave Markle Financial with a proposal that outlines our relationship, transparent costs to manage your assets, and an annual plan on how we will make course corrections to keep you on track.