b'1ni lti MeetingI aGetting to Know You and Your Goals We want you to achieve more. Our objective is to help you achieve your goals. The purpose of this meeting is to get to know you. It is also an ideal opportunity for you to get to know us. We believe the most beneficial adviceiachieved from having a strong ongoing relationship with your adviser. sWe will discuss how we can help achieve your goals and identify top level potential strategies and walk you through our process, fees, and ongoing services. Welcome Letter aliItni meetings often cover a lot of detail, so after the meeting we will email you our Welcome Letter recapping what was discussed, copies of any signed documentation and the initial invoice for your records. Action RequiredSign Letter of EngagementSign Client Declaration and Consent FormSign Super and/or Investment AuthorityProvide Outstanding InformationOUR PROCESS|PAGE 4'