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Meetings are complimentary. Simply call or email us to learn more. We don’t have a sales pitch for you, just an honest conversation. You can visit our office or we would be happy to meet you wherever is most convenient.

Exploratory Consultation

  • Preliminary interview to see if  our skill set fits you needs 
  • Taking a financial inventory
  • Risk scoring
  • Identify Goals

First Draft

  • A free assessment so you can evaluate our work
  • Key observations
  • Gap analysis
  • Action plan


  • Account opening at an independent custodian
  • Detailed financial plan
  • Execute investment strategy and financial recommendations

Communication / Recalibration

  • Quarterly Updates
  • One on One meetings bi-annually or as needed
  • Topical writings
  • Recalibration of  financial plan as circumstances evolve