The first step of the Watson and Sons Advisory process is designed to allow us to get to know each other. 

This meeting is designed to:

  • Discover what is important to you, both financially and from a personal perspective.

  • Discover what you dream of doing and what journey you dream of taking.

  • Discover where you are now.

  • Discover what steps we can assist you in taking in the future.

  • Discover if we are a good match for your journey.

Our first meeting is at no obligation, as we know that a good fit between us is important to working together in the future.  Our process is built around making sure we can partner together and that we can genuinely help you to get on the right path. 

If you feel that there is a basis to working together, we will schedule the Dream meeting with you at a convenient time.