One Step at a Time

It is an honor and privilege to become a member of a family's personal advisory team.  We take this responsibility seriously, and believe it's important for both of us to take the time to get acquainted and make sure we're a good fit.  We follow a simple three-step process to get acquainted and get started.

Step One:

Please complete the Financial Snapshot and Financial Life Check Up, and return it by email or U.S. mail so that we may get to know you better.  All information is strictly confidential in accordance with our Privacy Policy.

Financial Life Check Up
This captures your own assessment of your financial life-- what is working well and what you have questions or concerns about.

Financial Snapshot
This is a brief, big picture summary of your financial situation.

Step Two:

Upon receipt of your information, we will contact you to confirm receipt and arrange a time to get acquainted in person, by phone, or by Face Time or Skype.  Our conversation, along with the information you share, will allow us to determine how we can best work together serve your financial planning goals and needs.

Step Three:

With a better understanding of you and your financial life, we prepare a written proposal for your consideration.  In the proposal, we fully disclose the scope of services to be provided and the fee for the services needed to address your questions and maximize your financial opportunities.    The planning process gets started upon acceptance of the proposal.