Your first step is to contact our office – send us an email from here, to request more information on the firm.  We’ll let you know the information that you might bring with you to your first meeting with us.

Our Client Brochure, which describes how we do business, can be found here. We will send you our Privacy Policy, and our CFP® professional biography so you know our background and experience before getting started.

We will also attach a simple fact finder for you to complete (optional, but helpful) to allow us to have an efficient first meeting. We will explain the planning process to you at this meeting. There is no obligation to move forward in planning after this meeting. An official ‘Client Engagement Agreement’ will go out to you in writing, confirming the scope of the project to be done and the cost of this project, outlined by task. This way, you can see if you wish to have us complete part of the project, or the whole, comprehensive plan at that time.

We request, for your privacy and those we work for, that you make a prior appointment to meet with us. Our hours are 10 am until 6 pm Monday-Friday by appointment. Earning and maintaining your trust is our priority at all times. We look forward to having the opportunity to work with you and for you.