D'Souza Financial Strategies Information

How D'Souza Financial Strategies Delivers Services:First, Anneliese D'Souza offers all new clients a complimentary, one-hour "get acquainted" meeting at her office to learn more about your specific needs and how she can design a program that helps you to achieve your personal or business goals. This also allows clients to determine whether they will be comfortable with her, and whether she can provide the types of services they need. This is an introductory meeting and not an advisory session. If Anneliese answers all of your questions and you would like to work with her, then you have the option of paying an hourly rate for any additional time. From that point, she can work with you in a number of different ways, depending on your needs. a. Anneliese can create a comprehensive financial plan that will serve as the bridge to your financial destination. Then, she can work with you to implement the plan, and peridically keep you updated on your progress towards your goals. b. Anneliese can assist you in managing investment assets either for a fee or a commission depending on your goals, risk profile, time horizon and size of the portfolio. c. Or, she can consult with you on an hourly basis as needed to discuss your specific areas of concern.