"Sometimes all you need is a second opinion. For those unique financial situations, we provide guidance and advice you need to help you determine your next step."
We offer a 2-hour Ask Me Anything meeting where we will address up to two financial topics. In order to prepare for this meeting, we ask that you provide us with any relevant financial statements or documents. This will help give us a better understanding of you and your financial health.
Some of the frequently asked questions we can help you answer include:
- How do I save for my kid’s college?
- Am I on track for retirement?
- How do I create a budget?
- How much should I put away for a rainy day fund?
- What is an appropriate asset allocation for my financial goals?
Preparing For Your Meeting
Contact us to schedule an initial meeting to determine if our services match your needs. An initial consultation will last approximately 90 – 120 minutes. Click the ‘Download’ button to print and complete the financial profile form and provide any relevant financial documents to your appointment. There are a few ways to schedule a meeting:
- Click the ‘Schedule time with me’ button
- Call or e-mail the phone number listed on this page
- Complete the secure ‘Ready to talk’ form