Thank you for filling out our questionnaire.  An advisor will reach out to you using the contact information you provided.

 

Feel free to contact us or schedule a free phone consultation.

Financial Planning Process

1. Upfront consultation

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. Schedule Now

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2. Team meeting

During this one-hour meeting, our team will get clear on your financial goals, needs, and concerns.

We will also describe our process, experience and expertise.

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3. Think about it

We will follow-up to determine how you would like to move forward.

If you decide that we aren’t a good fit to work together, that’s fine. We will wish you the best. There is never a hard-sell or pressure to work with us.

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4. Get started!

We will be truly honored to work with you. We will answer any questions you have.

Prior to this meeting, we will send you a list of materials that we will need from you.

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