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Where do you go from here?

The first step towards clarity, confidence and peace of mind is a simple 15-minute phone call.

First, we need to learn more about each other and confirm your situation matches our expertise.

If you like what you hear during the 15-minute intro call, we’ll schedule a second, complimentary meeting (in-person or virtual).

The purpose of this next meeting is to:

Discuss your finances in more detail
Clarify your goals, needs, and concerns
Show you our planning process, so you can visualize what it’d be like to be a client
Outline our fee and set expectations
Review the logistics for onboarding as a new client

Pretty much!

But let’s not get ahead of ourselves.

All you need to do now is schedule that 15-minute intro call, and we’ll go from there.

Yes! As a Registered Investment Advisor (‘RIA’), we are legally required to act in our clients’ best interests at all times.
Not all advisors are held to the fiduciary standard. We’re glad you asked, and are happy to explain in more detail the benefits of working with a fiduciary.
Good question - nothing!
The introductory phone call and follow-up meeting are both free.
You don’t pay anything until you actually become a client.
Great question!
Your fee will depend on which service you choose.
Visit our pricing guide for more info.
This is a tough one to answer, because a website can only tell you so much.
Chances are, you’ll see a lot of the same information on dozens of other financial advisors’ websites.
But…
We could be a great fit if you’re looking for:
- a down-to-earth professional (totally unrelated side note, are you allowed to call yourself down-to-earth 🤔?)
- someone experienced and credentialed in personal finance, not salesy Jedi-mind trick tactics
- a company which cares more about making a difference than making a bajillion dollars
- prompt & personalized communication, not a call center or 1-800 number
But rather than writing a manifesto on all the reasons we think we’re the coolest thing since sliced bread…
Why not reach out and see for yourself?
No!
We are happy to connect with you virtually wherever you may be.