Initial Inquiry

We want financial planning to be as straightforward and stress‑free as possible so you can take the steps needed to secure your financial future. The entire process—from your first inquiry to receiving final written recommendations—can take as little as three weeks.

You may call or email to schedule a free get‑acquainted meeting (available virtually), or—if you already know we’re the right advisory firm for you—skip directly to scheduling an Initial Project work session.

Get‑Acquainted Meeting

We offer a free, no‑obligation meeting, either in person or via video conference, to describe our services and fees and to determine which option best fits your needs. This meeting typically lasts about thirty minutes and can usually be scheduled within a few days.

There is no questionnaire to complete until you formally engage our services. After the meeting, if you choose to proceed, we will quote a fee based on the amount and complexity of the work and then schedule your Initial Project.

Initial Project

Your first project—whether a Financial Plan, Investment Plan, or Financial Consultation—includes an interactive meeting of about two hours, which can also be conducted by video conference.

About one week after the meeting, you will receive a written report containing our analysis and specific recommendations. The report is detailed and actionable, and because of the interactive nature of our process, a follow‑up meeting is usually unnecessary. If you have questions, you are always welcome to call for clarification.

Please allow two to three weeks to schedule the Initial Project session. Meetings are typically held during normal business hours, Monday through Friday, but we do our best to accommodate clients who need later appointments.