If you are interested in exploring a relationship, we offer a complimentary Discovery Meeting with one of our CERTIFIED FINANCIAL PLANNER™ professionals. Through conversation, we will begin to get to know one another and gain understanding of your current financial life, vision for your future, and whether we can help.
Then, as we work on your planning, we will consider the dangers, opportunities, and strengths present in your situation and strategize to find the best ways to align and optimize your resources to support your goals. While some of this work may be quite technical, we will communicate recommendations to you in simple language to allow you to make clear and informed decisions.
We will proactively reach out to you for Regular Progress Meetings, which are critical to continually capitalize on opportunities, avoid dangers, and help ensure you stay on track. Our clients generally meet with us one to three times yearly although we are available as questions or issues arise.
To get an idea of the price for our services, please review Our Fees.
Ready to Get Started?
To make the most of our time together, please complete this questionnaire and forward to our office. This will help you organize the information we will need to begin to evaluate your situation. If, however, you keep your financial information in a spreadsheet or similar organized form, you do not have to reinvent the wheel. Just complete the first two pages of questionnaire and send these along with your spreadsheet. We will then schedule our Discovery Meeting.
Please note that for married couples, we require that both spouses attend the Discovery Meeting. You wouldn’t purchase a home without your spouse’s consideration, nor should you enter a long-term relationship with an advisor. And as your advisor, we need to get to know and understand both spouses to do a great job for your family’s financial life planning.