What to Expect When Becoming a Client

A clear first step, at your pace

Choosing a financial advisor starts with understanding who you will work with and how the relationship might fit your needs. At Mehok Wealth Management, your first step is a conversation with James Mehok about your life, your goals and the financial questions you want to address.

You do not need to have every document organized or every goal decided before reaching out. Start with what matters most to you, whether that is preparing for retirement, coordinating investments or connecting your business and personal finances.

1. Request your free discovery meeting

Use the Request a Conversation form or call (219) 400-0485. James responds within one business day to arrange a time. Submitting the form is a request; it does not reserve an appointment.

Phone and video meetings are available. In-person meetings in Crown Point, Indiana, are available by appointment only. Tell James which meeting format works best for you when arranging your conversation.

2. Get to know each other

Your first conversation is a free discovery meeting lasting approximately 30–60 minutes. We get to know you, your goals and what matters most. We walk through your current financial picture and begin identifying areas to explore. No recommendations are made during this first conversation.

This is also your opportunity to ask James about his background, approach and the types of needs he helps clients address. Discuss what you want from an advisor relationship and what would help you make a comfortable decision about your next step.

Helpful questions to think about beforehand

What financial decision or change brought you here?
What would you like your money to help you do?
Which questions have been difficult to resolve?
Are there upcoming retirement, family or business milestones?
What has worked well, or felt missing, in your financial planning so far?

A general picture of your income, savings, obligations and existing professional relationships can help guide the discussion. Do not send account numbers, Social Security numbers, passwords or financial documents through the website form or ordinary email. Ask James how to provide any requested information securely.

3. Understand the proposed relationship

If you both decide to explore working together, discuss the scope of services, responsibilities, costs and next steps before committing. Ask which services fit your situation, how compensation works, what potential conflicts to consider and whether any account or service minimums apply. The free discovery meeting does not mean that ongoing services are free.

Review the applicable agreements and disclosures, including the Form CRS relationship summaries available in this website's footer. Make sure you understand what you are agreeing to and have an opportunity to ask questions.

4. Build and review your strategy together

For clients who move forward, James works to understand their circumstances and develop a financial strategy connected to their goals. Recommendations and implementation depend on the agreed services and the information needed to evaluate the situation. Discuss the reasons for a recommendation, relevant risks, available alternatives and the steps you choose to take.

Ongoing conversations provide opportunities to review progress and revisit the strategy as circumstances change. Discuss the review schedule and how to communicate when an important life event occurs. Where appropriate, coordinate with your tax and legal professionals.

Explore the questions you want to bring

Start with a conversation about what matters to you

Bring your priorities and questions. The discovery meeting is a chance to understand where you are today and where you would like to go.

Request Your Free Discovery Meeting

Prefer to call? (219) 400-0485.

This material is for general informational purposes and is not individualized investment, tax or legal advice. Investing involves risk, including possible loss of principal. Financial planning does not guarantee results. Consult your tax and legal professionals about your individual circumstances.