We conduct our meetings in a way that is both interactive, and informational. We want you to feel open about your finances and know that we are here to help.
In our initial meeting we will discuss the following topics:
As preparation for our meeting and to help us uncover potential problems and planning opportunities, please bring any investment statements, life insurance policies, and tax returns you feel would be useful in helping us to evaluate your current situation.
Please note that there is NO charge or obligation for an initial consultation.
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 my foundation of success.