Want to get started?  Here’s what you can expect:

Clients engaged in the Financial Planning Service meet monthly until all contracted work is complete.  Clients engaged in the Investment Management Service meet 1-2 times per year to review their accounts and provide updates related to the state of their finances.

Client meetings are typically 2-hours in duration, held Monday through Thursday, and are offered in the mornings and evenings.  Most commonly, we meet with clients via videoconference, but in-person options are available to local clients if planned ahead of time.

Meetings are conversational in format and focus on the topic at-hand.  Through discussion, we’ll collect information from you, diagnose areas of concern, and provide advice to improve the state of your finances.

Following each meeting, a summary that outlines the important discussion points and recommendations we covered are delivered to you via email.  We then follow up and help you complete any tasks that require our assistance.