Frequently Asked Questions

Your first meeting is no cost and no obligation. We will focus on your financial needs, goals, and values. During the conversation, we will explain the value of personalized advice, the costs associated with working together and next steps. This is an opportunity for you to get a sense of what it might be like to work with our firm.

Our clients are individuals, business owners, executives, families, newlyweds, empty nesters, and retirees that are looking for a more peace of mind to enjoy the greater things in life and know that their money matters are being looked out for.

We work with entrepreneurs and small companies wanting to ease some of the financial stress, so they have more time to focus on achieving success in other areas of their company.

We also work with people that may have just experienced a life event that could create challenges to their financial picture. These events could be things like new family, new job, new business opportunity or sudden wealth to name a few.

We are dedicated to building long term relationships built on trust and integrity. We try and understand what our client’s financial goals are and how to move from success to significance.

There is no minimum; however, our process always starts with an introductory meeting to determine if we are the best fit for each other.

Once you become a client, you can expect to meet with your advisor in person, by phone or virtually to review your goals and objectives. We discuss ways to keep you on track and review your plan to make sure it is still working for you. We will also provide you with digital tools for access to your investments.

The financial planning process begins with you. At our first meeting we will ask for some basic financial information and may ask you to bring in some supporting documents. With this shared information, we can then begin to discuss the best approach to help you make progress toward your goals and objectives.