We prefer to learn a little bit about you prior to scheduling an introductory appointment. This is best done through a phone conversation where we determine which of our services would be most appropriate for you. We can then decide if it makes sense to meet in person. There is no charge for this appointment, as this is your opportunity to interview us, decide if there is a good personality fit, and determine if you want to start the financial planning process.

For hourly planning, the introductory appointment is conducted via phone. After this appointment we provide you with a fee estimate and/or proposal. We do not have a minimum net worth or minimum required portfolio size.

Once you let us know that you would like to engage our services, we provide you a written service agreement and begin the data gathering process (see our checklist).

Contact us to schedule an appointment