We make the process easy. Here are the steps:
Free Initial Consultation. Email or call us to schedule an appointment with Amy, Nancy, Kristin or Phil. This meeting is your opportunity to get to know us and decide whether our firm is the right one for you.
Preparing for your appointment. Come with your questions and bring your financial information to this meeting. We want to understand the big picture regarding your financial situation and your greatest areas of concerns. We have a New Client Form, Risk Assessment Questionnaire and Cash Flow Worksheet to help you organize your information. Because these forms ask for personal information which should not be made public, we ask that you mail or fax the completed forms to us.
Protecting Your Information. We respect your privacy and will keep all aspects of your financial life completely confidential.