You can request information be sent to you by email or you can request a phone call. We promise not to call if you do not request a call. Our goal is to respond the same day but no later than one business day. We will not sell your personal information to a third party.

We offer the flexibility to meet either in person at one of our convenient office locations or virtually to accommodate your preferences and convenience. Our office locations provide a professional and welcoming environment for face-to-face meetings, allowing for more personalized interactions. Alternatively, we can also schedule a virtual meeting through video conferencing, ensuring a seamless and efficient connection regardless of your location. Please let us know your preferred meeting format, and we will make the necessary arrangements to accommodate your needs.

Our first meeting is informational in nature, and you are under no obligation. Our goals are to answer your questions, give you a glimpse into the culture of our firm, and explain the various options to working with us. As part of our process, we will either email you a Financial Profile in advance of our meeting to assist you in gathering your thoughts and financial information, or we can provide you a link to our website where you can enter the relevant data in under 10 minutes. During the initial meeting, some clients prefer to simply hear about our services and ask general questions, others prefer to come in prepared with their own personal situation so we can discuss specifics. It is your choice. Either way, we will review the foundations of financial planning including cash reserves, debt management, protection planning, investment strategies, and estate planning. By understanding your goals and concerns, we can share what strategies we believe best fit your situation. We also will discuss our services and fee structure. We then will encourage you to take time to determine if you want to proceed. There will not be any pressure or aggressive sales pitch. We believe choosing the right advisor and company is an important decision and should not be rushed. Our initial meeting offers you an unpressured way to be able to better determine if our firm is a good fit for you.

There is no minimum investment required. The only minimum we expect from our clients is that you will invest the time necessary to better your life and the lives of the people around you.