If you are like us, you like to know where you are going before you get there. You don’t want to be “sold” financial services or products. You don’t like “sticker shock” and want a clear understanding of all costs associated with any product or service. We have worked hard to develop a process of working with you that is comfortable, informative, and transparent. We start the process by having a confidential, no cost, no obligation meeting. In that meeting, we listen. We encourage you to share your situation and how you think we may be able to help. After we have an understanding of your situation, we will make suggestions of how we can work together. It might be developing a financial plan, managing your investments, or a combination of both. Our services are entirely customized to your needs and goals.
Following the initial meeting, we will provide you with a proposal and a fee quote. At that point, it is your decision whether to engage us. You are in control. Always.