Entrusting a financial advisory firm to help you make strategic and long-term financial decisions can be a monumental step for you and your family. We feel truly privileged that you are considering our firm for this responsibility.
Getting started is simple. Here is what we recommend:
You can contact us by contacting our office, or simply completing the Information Request Form on our website. Please feel free to provide us with as much information regarding the type of advice you are seeking.
We will provide you with background information on our firm as well as our most recent Disclosure Brochure (ADV Part II).
Schedule a Preliminary Consultation
This consultation can be a phone call, web-based meeting or a meeting in our office. We generally schedule preliminary consultations during the week between the hours of 9am and 4pm. These meetings tend to last about an hour or so.
While we do not charge a fee for this “interview,” we do not provide financial advice during this consultation. The purpose of this meeting or call is to determine exactly what your financial planning needs may be and decide if our firm is able to effectively meet those needs. For some, it may be appropriate to begin completing our data gathering checklist in preparation for the preliminary consultation.
Plotting the Course…
After the preliminary consultation, we are able to recommend the service that will most effectively meet your needs. We would also be able to provide a realistic idea of the cost and other pertinent details related to the scope of your engagement.