Please call or email us with any questions you have after reviewing our website. If we have the capacity to bring on a new client at that time, we will schedule a no-cost initial consultation. We will also email you a form to complete before the initial consultation. The form is brief, and can be completed in 10 minutes or less. We will also ask for recent statements from your investment accounts.
During the initial consultation, we will discuss your goals and topics related to your finances. We will also discuss your current investment accounts with you. We will answer any questions you have, and discuss our fees. This is a casual conversation that will provide you with a complete understanding of the services we provide.