The first meeting
The first meeting: about forty-five minutes, and nothing to sign at the end
What it is for, what it is not, what to bring, and how to ask for one. The form asks for a name, a way to reply, a topic and a time of the week, and nothing about your money.
AI-generated illustration. Not a real home or business.
Ask for a first meeting
The first meeting costs nothing. It takes about forty-five minutes, at the office or by video. We listen, explain what a written plan would cover and tell you its price. We give no advice or recommendations in it, and you don't have to hire us afterwards.
The enquiry form sends your name, your contact details, how you would like a reply, a topic, the office or video and a preferred time by e-mail to the mailbox of the team that built this demonstration. This website keeps no copy.
This is a demonstration website; nothing here is investment advice.
The enquiry asks for your name, an e-mail address, a telephone number if you would rather be called, a topic, the office or video, and a time of the week that suits you. It has no box for a message, and it never asks about your money, your income, your accounts, your health or your family.
Please don't send account numbers, Social Security numbers, balances or health details through this site or by e-mail.
What it is for, and what it is not
A first meeting is not advice, not a sales meeting and not a look at any insurance policy, annuity or pension option. Nobody asks for statements, account numbers or tax returns, and there is nothing to sign at the end of it.
It is for two things: for you to say what is on your mind, and for the planner to say what a written plan would cover for a household like yours and what it would cost. A first meeting often starts from one decision that has become pressing: a job offer with a pension attached, a new child, a lease running out, a parent who now needs money every month.
Because no advice is given, nobody needs to see a figure. If a question comes up that only a plan could answer, the planner says so and writes it down as something the plan would cover.
Inés Valderrama-Hollis writes retirement and household plans, and holds most first meetings herself. She asks what a household wants before she asks what it has.
AI-generated illustration. Not a real home or business.
What to bring
Bring nothing to a first meeting but your questions. Documents are gathered only if you decide to have a plan written, and then only the ones the plan needs.
If you do go on to have a plan written, the documents it needs are asked for after the written agreement is signed, and they are given back when the plan is done.
After you send it
Enquiries and e-mails are answered in office hours: on the day they arrive if they arrive while the office is open, otherwise on the next day it opens.
When an enquiry has been sent, the page shows its reference. No copy is e-mailed to you, so this form can never be used to send a message to anybody else's address.
To ask for a first meeting by e-mail instead, write to advisor@bestdealwebdesign.com.
At the office or by video
The office is on the second floor at 37-32 61st Street, a block from the 61st Street–Woodside station. Meetings are held there or by video, whichever you prefer; the planning is the same either way.
Meetings can be held in English, Spanish, Bengali or Tagalog, with the planner who speaks it. Written plans are in English.