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Matthew Ingram

Matthew Ingram

Partner & Financial Adviser at Northhaven Financial Management; appears on financial podcasts including Equity Mates Investing Podcast discussing wealth building, investment strategy, and portfolio management.

Jul 17, 2026

40:29
And then when you're actually sitting down at length, that's when you need to start paying for the service, right?
40:35
Yeah, there's a small fee of just a few hundred dollars for the discovery meeting just to cover that time, but it's still obligation free.
40:43
So you do the discovery meeting.
40:44
I appreciate that.
40:46
Coming back to what we were saying, the financial advisor is overseeing everything.
40:50
It's someone you need to have a good relationship with.
40:52
And so I want people, as much as I need to get to know them to give them good advice, I fully acknowledge that they need to get to know me and decide if they even like me and want to work with me before they make that commitment.
42:30
So any parting words of wisdom for our audience?

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