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What to expect when you contact us:

1. After you have reviewed our site, contact us to arrange an introductory phone call to briefly discuss your financial planning needs and schedule a no obligation initial meeting (virtual or in-person).
2. At the initial meeting, we will answer your questions and gather sufficient information to provide you a firm quote for our initial services.
3. Once you engage our services, we will gather any additional required data, perform an in-depth analysis of your current financial situation, and develop a clearly written plan that fits your individualized objectives and risk tolerance.
4. At our presentation meeting, we will review our recommendations with you in detail and answer any questions you might have. We may also present alternate scenarios and show the financial impact of various decisions.
5. Once your plan is finalized, you will have everything you need to act on our recommendations or engage our Client Service Team to help implement your plan if you desire.

A good plan is never finished. Most clients continue to engage our services for regular review meetings and to answer questions as they arise or life circumstances change.