1. Schedule your complimentary initial consultation
If you're interested in learning more about how we can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, we can give you a new perspective and answer your unaddressed questions.
2. Prepare for your consultation
Before we meet, consider these financial questions:
- What are your most important financial goals right now?
- What concerns you most about your finances?
- Did a recent event cause you to seek advice?
- What are you looking for from a financial advisor?
- What are you not receiving currently?
To help understand your current financial picture, we may also ask you to bring recent bank and investment statements and insurance policies.
3. Get to know us
We’re passionate about helping clients like you reach their financial goals. Before we meet, take the time to get to know us. We look forward to getting to know you.
4. Meet with us
During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, the value we can provide, the costs associated if you decide to work with us, and next steps.
Our ongoing partnership
Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. After you become a client, you'll have anytime access to investments and digital tools to help you track your progress against your goals. We’ll review your goals, progress and investments regularly. Connect with us when you need to, in person, by phone or online.