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Our first step as your potential financial advisor is to speak with you and establish how we might help you. We understand that emotions are involved when discussing money, whether the issue is inheriting, saving or spending it. For many, turning to a qualified, objective advisor diffuses the anxiety.

Our professional yet informal approach creates a comfortable atmosphere for discussing and reviewing what may be sensitive issues about your life and your future.

We look at your life and your finances. Every individual or couple has different needs, and it’s important that we understand yours. The process begins by focusing on your goals. What’s your time frame to accomplish these goals? If you are saving for retirement, when will this transition take place? Are you prepared for these changes? We help you grapple with issues you’ve wondered about – and will probably raise some that you haven’t thought of.

Once you identify your life goals, we define the steps that can help you achieve them, and help you position your financial activities accordingly. We present the alternatives available to you, answer your questions, and explain the potential ramifications of your alternatives.  Your requirements may vary, depending upon your stage of life. As a result, you may need a financial plan or assistance that will change as you move through life.

1Initial Conversation

2Initial meeting preparation

  • Complete questionnaire and spending worksheet
  • Send forms one week before the meeting
  • Gather additional documents (financial statements, tax returns, etc.)
  • Bring to initial meeting offered at no charge
  • Meeting usually lasts 30-45 minutes
  • Confirm price of project or subscription service

3Steps in the Financial Planning Process

  • Define the scope of the project
  • Gather client information
  • Articulate goals and objectives
  • Analyze and evaluate the information
  • Develop options to reach goals
  • Implement the desired options
  • Monitor the plan
  • Update the plan as needed

4Additional Services

  • Subscription-based financial planning
    • For ongoing financial planning renewed annually
  • Investment Management
    • Customized portfolio design
    • Digital portfolio – model assigned based on risk score; automatic account opening and transfer

Click the links below to electronically complete our questionnaire and expense worksheet.

Please send us your completed expense worksheets using the secure upload link provided via email.

PDF copies of both forms are available at the bottom of this page.




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Schedule your 15 minutes introductory call.



Take the first step to articulating your future with our financial planning and investment services. When you’re ready, we can offer assistance transitioning to retirement.