Please call or email us with any questions you have after reviewing our website. The first step is to schedule a no-cost initial consultation. We will 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 ask you to bring recent statements from your investment accounts to the initial consultation.
During the initial consultation, we will discuss your goals and topics related to your finances. We will review 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.