Dale and Carrie working at the conference table.

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.

What to Bring

  • Previous year’s income tax returns (federal and state—if applicable)
  • Any financial statements you’d like to refer to (401K, Roth IRA, IRA, mortgage, etc.)
  • Social Security statements

What to Think About

  • Plans for the future
  • Upcoming large expenses
  • Retirement date, if applicable
  • Any financial questions you may have

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member of FINRA/SIPC. The LPL Financial registered representative associated with this website may only discuss and/or transact securities business with residents of the following states: DC, FL, TX, VA, WV.

LPL Financial Form CRS