Broker Check

Working Together

Meeting with a Financial Advisor is an important first step.  It's an opportunity to get to know an advisor and share your goals and dreams.  You're under no obligation and  your initial meeting will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps and general strategies.  You will receive a brief review of your situation and expect to get a sense of what it might be like to work with us.  If you choose to engage our services we will provide you with our fees.

What to expect

 Professional help in clarifying your financial goals  and priorities.

If you decide to purchase our  financial planning service,  you will receive comprehensive financial advice at a fair price, tailored to your goals and objectives.

What to bring

  • A list of any questions you have regarding your current financial situation.
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention.
  • A list of future dreams and financial goals you would like to achieve.