What to Expect

The first time you meet with us is like meeting a new friend for lunch.  We want to learn as much as possible about you and what you want to accomplish. We do a lot of listening. We also want to make sure we answer any questions you may have about our services, and how we may be of service to you.  

The first meeting with us is complimentary. During our meeting we may do some preliminary financial planning to help answer a question that is important to you.  This is done with no charge nor any obligation that you work with us.

Everything you tell us (or any materials you give us) during our time together is kept strictly confidential.  You are not required to bring anything to our first meeting. When you feel comfortable to share information with us, the following types of documents will help us to better understand your unique situation:

  • Recent income tax return

  • Annual or monthly expenses

  • Brokerage, mutual fund and bank account statements 

  • 401-k and other retirement account statements

  • Social security estimates

  • Pension estimates

  • Life insurance and annuity statements

  • Real estate and mortgage information

  • Debts/liabilities

To schedule your complimentary first meeting, fill out our contact form.