toward your financial goals.
We recommend starting with a 15 to
minute exploratory phone call to discuss your needs
and determine if our approach fits with your objectives. If it does, we
would plan to meet in person.
Test The Fit With A Complimentary Initial Consultation
During the first meeting, which normally lasts one to two hours, we will
discuss your needs and expectations in greater detail, introduce you to
our planning and investment strategies, and describe how we could apply our approach
to your situation. If you're comfortable with our approach, we would then prepare a
specific proposal for you, at no cost.
Consider Our Proposal
In our second meeting, we will
present a customized proposal that addresses your financial planning and
investment goals. If you decide to work with us, we would take you
through the steps of establishing a formal engagement with us.
"In a moment of decision, the best thing you can do is
the right thing to do. The worst thing you can do is nothing."