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You Have Questions. We’ve Got Answers.

New Client Meeting Expectations
Initial MeetingThis initial meeting will only be about 30-45 minutes, and will ensure your situation matches our expertise. We want to be sure it is a good fit for both parties.
First Office MeetingThis meeting allows us to become clear of your goals, concerns and unique financial situation. It is helpful for you to bring along requested documents to guide our analysis.
Our Financial Plan/AnalysisOur team comes together to compile your financial plan, answering your biggest questions.
  •  Can you afford to retire?
  •  Can your portfolio be improved?
  •  Is your succession plan aligned appropriately?
  •  Are you overpaying in taxes?
Second Office or Phone MeetingThis meeting allows us to present our plan to you, letting you know exactly what we recommend to achieve your financial goals.
You DecideIf you are ready to embark on the recommended financial plan, we are ready to work together.
Complete Paperwork/Answer QuestionsAt this time, you will complete the necessary paperwork to become a client and complete any additional paperwork needed to put your accounts in the optimal financial plan.

Our first step is an initial inquiry. Reach out to us by visiting our contact page and we’ll discuss your financial needs and how we can assist you.

Check the background of this advisor on FINRA’s BrokerCheck.