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Founder & CEO

thanks for reaching out!

We have received your inquiry!  Our most frequent question we receive is "how do I schedule an initial appointment and what should I expect?" If this is your question, you're in luck! We’ve carefully designed a process for helping you make an educated and informed decision about the advisor best suited to your needs and it is outlined in detail below. If you have a different inquiry, we will respond as soon as possible. 

our process


Before committing your time, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Podiatrist if you needed heart surgery. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.


If your situation is in our specialty, we will schedule a one hour Zoom appointment. The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation.  Your answers to our questions, along with the documents we requested you bring, will guide our analysis, which will result in plain English answers.


We will then schedule an appointment to review our analysis and recommendations with you. During this meeting we will explain, in plain English, exactly what you need to do to achieve your financial goals.  This is where you will see, how our firm can improve your finances.


At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.

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