Our First Meeting

What our first meeting will look like

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Phone call

To save us both time, our first interaction will be over the phone or via video conference.

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Review your Information

Examples of basic information we may discuss...

Why did you reach our to Bishop Associates?
How can we help you?
Your Data
- Income
- Debt
- Current strategies
- Family
- Goals
Any other information you/we feel is pertinant.

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Brief Introduction to Bishop Associates

A quick introduction to our process, values, and how we help our clients.

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Next Meeting

If we mutually agree that Bishop Associates may be a good fit we'll schedule our first in-person meeting to continue our conversation in a more in-depth structured manner.

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Andrew J. Douglas, CFP®, AWMA™, CRPC™

Senior Wealth Advisor, Partner

302-838-1270

302-838-1272

adouglas@bainsure.com

Andrew got his start in the financial services industry after retiring from playing professional baseball in the Chicago White Sox minor league organization a decade ago and began his career at one of the top Wire houses on Wall Street...

Christine Miller

Operations Manager

302-838-1270

302-838-1272

chrismiller@bainsure.com

Chris has been in the financial services industry for over 18 years and has been a cornerstone of Bishop Associates for over 5 years. As the Operations Manager she not only keeps on top of the regulatory environment and its effects on...

Walt Bishop, AIF®, ChFC®, CLU®

Founder, Partner

302-838-1270

302-838-1272

walt@bainsure.com

Walt is the Founder of Bishop Associates and has been the cornerstone of the practice since its inception 1993....