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Get Started Today! Schedule an Introductory Call

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.  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.