Getting Started

We offer a complimentary half-hour meeting to understand if and how we may be able to assist you and to answer your questions regarding our experience, fees, and business practices. There is no obligation to continue at that time.

If we decide to move forward, we will complete the initial paperwork, gather your financial information, and develop a timetable for next steps, which will include the following actions:

• Clarify and prioritize your goals in writing so they are specific and measurable.
• Gather and organize your information so we can gain a strong understanding of your current situation and needs.
• Analyze the data to determine the feasibility of your goals.
• Design a set of recommended strategies, including alternative ways to proceed. With your advance approval, we will discuss your situation with outside experts as needed.
• Help you acquire the financial products and services to put the plan in to action.
• Systematically review and evaluate your progress as the plan is implemented, and make adjustments as needed.

To receive the maximum benefit during our initial meeting, please complete the following worksheet and bring it with you:

Confidential Financial Questionnaire