Initial Meeting

Initial meetings are complementary and no fees are charged as we get to know each other. Our office has a welcoming and friendly atmosphere where you can share your concerns without judgment. We’ll learn about you, your financial concerns and questions, and you’ll learn about us and how we work with clients to pursue their goals. We work with clients in a variety of ways, with fees and expenses based on the needs and goals of individual clients. All fees are discussed prior to any relationship commitment and there is no obligation to work with us after the complementary meeting. We value the privacy and confidentiality of our client’s finances, with the vast majority of our new clients coming as referrals from existing clients.

What to Expect

Initial meetings usually last an hour to an hour and a half. While we prefer in-person meetings, we also offer virtual meetings and/or phone appointments.

Who to Bring

Spouse/Partner/Child—anyone you feel should be involved in financial decisions.