Book an initial meeting
If you are looking for a more strategic and accountable advice relationship, this is the place to start.
The goal is not to fill the diary. It is to work out whether the fit is right.
What the first meeting is for
- understanding your current position
- understanding your priorities and frustrations
- assessing whether there is a better model for the relationship
- checking fit from both sides
What we usually explore
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your current structure and what it is trying to achieve
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what feels unclear, underwhelming or missing
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the decisions that matter most over the next few years
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whether the current advice model is strong enough for what lies ahead
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whether Milestone is the right fit for the kind of relationship you want
Who this meeting is most useful for
People who already suspect there should be more to advice than products, paperwork and a yearly meeting usually get the most out of this conversation. This often includes clients building wealth, running businesses, or preparing for retirement who want a more strategic, accountable advice relationship.
Milestone is designed for those seeking an intentional advice partnership. If you are simply looking for the cheapest possible implementation pathway, Milestone is probably not the right fit. We review every enquiry carefully to ensure that the relationship is a good match before both sides invest time into a first conversation.
What happens next
We review each enquiry carefully. If it looks like there may be a fit, we’ll be in touch to arrange the first conversation. The purpose is to make sure the meeting is likely to be useful for both sides.