Kyle does not bring applications and boiler plate spiel to his initial meeting with you.  At this meeting Kyle will educate you in the areas needed and gather any necessary information to do his research.  This low pressure scenario will also afford you the chance to judge his character and expertise.  Then only if you are comfortable moving forward, Kyle will schedule you for a second meeting where his personalized investment plan for you will be revealed.
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Asset Allocations:
Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash. The process of determining which mix of assets to hold in your portfolio is a very personal one. The asset allocation that works best for you at any given point in your life will depend largely on your time horizon and your ability to tolerate risk. Asset allocation is a strategy that Kyle will utilize throughout your portfolio.