Getting Started

Getting started can be as simple as calling to schedule an appointment. However, in order to make the initial meeting as productive as possible, we recommend that you print and complete the Confidential Financial Questionnaire. Complete only the relevant sections or just the sections you feel comfortable completing. Please review the last page of the questionnaire for documents that you may want to bring with you to our meeting.

In addition, we ask that you review our *Part 2 of Form ADV & Privacy Policy. After reviewing, please print and bring with you the signed Acknowledgement (included with the Confidential Financial Questionnaire) that says you have received these documents.

During our initial meeting, we will review the forms, and discuss your objectives and the services we can provide that are appropriate for you. Consulting is billed on an hourly basis. If you are interested in more extensive financial planning we will provide you with a fee estimate based on the level of service you desire.

The financial planning implementation process often requires the use of other professionals such as attorneys or insurance brokers. If you already have a relationship with these professionals, we are happy to work with them. If you do not already have relationships with the professionals you need to implement your plan, we are happy to provide referrals.

*The complete Form ADV filing can be found on the Investment Adviser Public Disclosure website.