Begin Your Journey to
Financial Excellence

For your initial consultation, bring recent statements from your investment accounts, insurance policies, tax returns, and any estate planning documents. However, don't worry if you don't have everything - we can work with whatever information you have available.

No, the initial consultation is complimentary. This allows us to understand your needs and explain how we can help, while giving you the opportunity to evaluate our services without any financial commitment.

While we typically work with clients who have significant investable assets, we evaluate each situation individually. We believe in building long-term relationships and are happy to discuss how we can help regardless of your current asset level.

We use a transparent, fee-based structure aligned with your success. Our fees are based on a percentage of assets under management, with no hidden costs or commissions. We'll discuss our fee structure in detail during your consultation.

Yes, we offer secure video conferencing for clients who prefer virtual meetings or are located outside our immediate area. However, we find that in-person meetings, especially initially, help us build stronger relationships with our clients.