Specializing in retirement planning and personalized investment management.

Complimentary Phone Meeting

We offer an initial phone meeting to get to know each other and see if we’re a good fit.

Our meeting usually runs about 30 minutes and consists of:

  • Discussing your concerns and what you’d like to accomplish
  • Reviewing our services and fees
  • Answering any questions you may have
  • Reviewing what you can expect, and the next steps (completing questionnaire, gathering required documents, signing service agreements, next meeting)

In order to avoid phone tag, or waiting for us to return an email, we use an online meeting scheduler. Click on the day you’d like to have the initial phone meeting and we’ll list out the times we’re available.  After you've scheduled a meeting, please complete our short initial questionnaire.