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IMPORTANT NOTE: Troy is not accepting new hourly engagements at this time, but if you want to explore the possibility of an ongoing fiduciary relationship, please feel free to schedule an initial call under Step 1 below.

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.

Schedule a Call

Step 2

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

Download 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.