Let’s Connect: First, we connect by phone or meeting (virtual options available) to learn more about one another. We’ll discuss your hopes for your financial future during this conversation and whether we’re a fit for your needs. There is no cost for this initial step.
Financial Snapshot: If we are both in agreement, we create a personalized, comprehensive goal plan. To do so, we ask questions and listen to understand your goals, priorities, and assess opportunities within your financial planning. Additionally, we begin gathering your financial information. Depending on the complexity of your financial needs, our fees range from $2,500 - $5,000. However, fees may be adjusted should you become an on-going advisory client.