Secure File Transfer
Plan Today...Enjoy Tomorrow!
Many of our clients do have the knowledge and a firm idea of what they would like to do - they just don't have the time. Others have limited financial knowledge. We understand that managing your finances is not an easy task, and we want to make the process as easy and stress free as possible.
Complimentary Initial Consultation
Because this is such an important decision for your life, we want you to feel completely comfortable with us. So, we invite you to have a free initial consultation to determine whether our firm is the right fit for you. In this initial consultation (one hour), we discuss your financial situation, goals, issues and concerns. In this meeting we mutually determine the scope of your project. Once an agreement is signed, we’ll gather additional information via phone conversations, e-mail and mail while working on the formation of your plan. We schedule additional in person meetings as necessary.
* Clients wishing to engage our services on an hourly basis do not receive an initial complimentary consultation as the focus of the meeting is to provide specific investment and financial planning advice.