Our introductory meeting will be a chance for us to get to know each other, discuss some of your questions and concerns, and decide if we are a fit to work together.
This call is for prospective financial planning and/or investment management clients. As of October 2021, we are currently on a waitlist for financial planning only clients. Financial planning with investment management clients are subject to a $400,000 minimum investment.
If you are looking for a fee-only advisor with a different fee structure feel free to reach out to us via email and we’d be happy to introduce you to an advisor that we trust.