Getting Started

 The first step is a complimentary introductory call. No preparation needed, no pressure, and no commitment required. We'll get to know each other, hear what's on your mind, and determine whether we're a good fit. From there we'll outline a clear path forward. You can schedule directly through our website. 

 The first meeting is a conversation, not a pitch. We listen first. We want to understand where you are financially, what your goals look like, and what has or hasn't worked for you in the past. By the end of the meeting you'll have a clear sense of how we work and what working together could look like. 

 No minimum is required to start a conversation or engage in financial planning and consulting services. For investment advisory and account management, minimums may vary depending on the platform and account type. Reach out and we'll give you a straight answer based on your specific situation. 

 We work with a wide range of clients — young professionals building their foundation, families planning for the future, small business owners, pre-retirees, and retirees managing and preserving wealth. What our clients have in common is an openness to thinking differently about money and a genuine desire to take control of their financial future. 

  It depends on the complexity of your situation, but most financial plans take between two and four meetings to complete. The first meeting is discovery, the second is plan presentation, and subsequent meetings are for refinement and implementation. From there we move into an ongoing advisory relationship where the plan evolves as your life does.