Scheduling a 30-minute intro meeting allows for us to ensure we are the right fit to provide expert planning guidance to achieve your financial goals. There is no cost for this intro meeting.
We focus our financial planning conversation on what’s most important to you.
To help you make an informed decision, we share our process for how we help to minimize taxes, optimize investments, and ensure your money lasts through retirement.
We share exactly how we can work together and what to expect from working together.
We offer full transparency in providing our costs and what’s included with our services.
We provide details for how we can add value to help you minimize taxes, optimize investments, and ensure your money lasts through retirement.
We want you to understand the value we can bring to your unique situation before deciding how to best move forward.
We value long-term relationships and do not want a quick sale. We do not offer any time-sensitive expiring deals or pressure you to move forward with us. Take as much time as you need to decide how to best move forward.
If you determine that we are not a good fit to work together, then we will wish you the best and help you find financial solutions that fit your needs better.