Start here

Step 1

15 Minute Introductory Call

We’ll broadly discuss your situation and goals for an engagement.  This will give us an opportunity to see if there is a potential fit.

Step 2

Complete the Confidential Profiler and gather together various documents listed on Page 2 of the Profiler.

Step 3

1 to 2 Hour Complimentary Discovery Meeting

We'll discuss your situation, goals, values, concerns and what you’re looking for in an advisory relationship.  We'll discuss how we might work together and what benefits you can expect if we choose to work together.  You may ask any questions about background, process, fees, and what to expect.