If you are interested in our services, please call our office or email Stephanie to schedule a free initial consultation. This first meeting gives us an opportunity to learn about you, your financial goals, and your current financial situation. In addition, you will be able to learn more about our firm and find out if we’re a good fit to serve your financial needs.
Prior to your initial meeting with us, we will have you fill out a Financial Planning Questionnaire. If you would like to request one in advance, please email Stephanie. The Questionnaire will be used as a basis for preparing an initial financial analysis and making future financial planning and asset management decisions. In completing the Questionnaire you will note it is broad and parts may not be applicable to your specific situation. If you have questions, be sure to call or email our office.