How We Start

We offer life integrated financial planning that is tailored to your personal situation. We provide this service in a couple ways, but the best way to start is to call or send an email.  

Initial Call

We'll schedule a 'getting acquainted' call. I'll ask some questions about your situation and together we'll figure out if we're a fit for each other. If we both agree, we'll schedule a Strategy Session

Strategy Session

Based on what we talk about in our call, at our Strategy Session we'll discuss your three biggest burning financial questions.  We will ask you to provide us with your financial information, including past tax returns, paystubs and investment statements, as well as anything needed to answer your questions. We then analyze your information and discuss our findings with you during our meeting. A few key recommendations from an expert can help you reach your goals faster with a lot less stress. This Strategy meeting will last about two hours and includes a 30 day follow-up period to call and ask for any further clarification on what we've talked about.  

At the end of the meeting, you are free to implement our recommendations on your own, or you can consider having us help you further through an Annual Retainer.

Annual Retainer

We believe that financial planning is a process, not an event. As such we offer an ongoing service that covers all of the areas of your financial life, including tax preparation*, investment management,** and all of the other pieces of your financial life.*** We are a fiduciary - we stand in your shoes and give you advice that is in your best interest not ours..