A 15-minute introductory phone call to make sure our expertise matches your needs.

If we aren’t the right fit for you, we will make sure to introduce you to a firm who is better suited to your situation.

The purpose of this meeting is to gain clarity on your goals, concerns, and unique financial objectives.

We apply our expertise and understanding of who you are to analyze your current portfolio, assets, and liabilities in the context of your risk profile and financial goals.

We will walk you through our analysis to highlight any potential areas of improvement, and we will explain exactly what is needed to reach your financial goals.

We are interested in building long-term client relationships, we will not give you the hard sell. Take the time to write down all of your questions.

During this meeting we will take the time to answer any lingering questions and, if you are ready, start the paperwork to become a client.