Broker Check

Our Process

Hiring a financial planner is an important decision in your life and must be built on a foundation of trust. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Generally, an initial consultation lasts 60–90 minutes. This confidential conversation is complimentary to you, as we believe it is critical that you find a financial planning firm that not only listens well and asks the right questions, but one that you believe will meet (and hopefully exceed) your expectations.

Suggested List of Items to Bring to Initial Consultation Meeting:

  • Copy of Wills or Trusts
  • Two years of 1040 Tax Returns
  • Business Tax Return if self-employed
  • All Life Insurance Policies
  • All Investment Statements
  • Financial Goals – if married, please bring joint goals and also have each spouse write out own financial goals