Our Process

The first step is a simple meeting where we talk about your values, concerns, and goals; what you want to accomplish over the next few years, and how money fits into the picture.

We will be interested to hear about the steps you have taken so far, what has worked for you in the past, and where you feel there might be room for improvement.

It will be up to you to decide if you feel you can benefit from working with us. There is no charge or obligation for this initial meeting.