It all begins with reaching out.

Make an appointment, give us a call or send us an email - we want to know more about you. We will respond and include our Personal Financial Profile, a link to our secure portal, and/or a link to Asset-Map, where you can securely enter your information. ( Learn more about Asset-Map here.)

Prefer to meet face-to-face?  Click the button to view our calendar, where you can set a date and time that works best for you.

At your first appointment we will gather information and get to know you better.  And you will have the same opportunity to learn more about us.

This usually results in a second appointment, where we present and discuss our recommendations.  The appointment is usually an hour long and can be in person or on Zoom.

Prior to your appointment, you will receive a documents request . You can bring the documents to your appointment or provide them ahead of time.  Requested documents typically include: your tax return for the prior year; mortgage statements; current investment statements; social security estimates; debt balances, etc.  Sharing this information with us allows us to develop viable financial strategies that fit into your future. 

There is no cost to you for these initial meetings.

As mentioned in the paragraphs above, after your initial meeting we will work on a financial plan tailored to your goals and needs; and at your second appointment we will present our recommendations.

The third step is where you decide - are you ready to stop wishing and start realizing your vision?  Are you ready to commit - to a strategy that's intentional and aligned to your core values and aspirations?

If you believe you could benefit from working with a financial professional, let’s review your goals and see if you’re a good match for our practice.