Becoming a Client - Eric Harrison

Eric Harrison

94 Batson Drive
Aurora Ontario
L4G 3R1

Telephone:
Aurora: (905) 841-8080
North York: (416)999-2348

Fax: (905) 841-7707
eric.harrison@rogers.com

The process leading up to becoming one of my clients is a NO PRESSURE exercise. It is a 3 step process which I'm sure you will find insightful and painless. You'll love what awaits you.

STEP 1: The Initial Meeting

We meet to discuss your current financial position (review your assets, debts and income) and we identify your financial goals. At the end of this first meeting, I will quote a price for the preparation and presentation of your personalized Financial Plan (to be presented to you during Step 2). If for ANY REASON, you choose not to proceed to Step 2, no questions will be asked and there will be NO CHARGE.

STEP 2: Presentation of Your Personalized Financial Plan

I will present to you your Personalized Financial Plan. Your plan will include strategies to meet all the financial goals we identified during Step 1. I will ask you to take the plan home before you decide to become a client. Choosing a Financial Advisor is a very important decision. I want you to make that decision in the comfort of your own home and on your own terms.

STEP 3: Becoming a Client

I will call you two weeks after the plan presentation to determine whether you want to become a client. If you choose to become a client, we will setup a third meeting which will commence our relationship aimed at achieving your financial success.