Our Services Offerings

Initial 20-minute Consultation

Our initial no-cost 20-minute “meet and greet” allows for a “fit assessment” on both sides.

  • Should we decide to work together, we will gather your financial details and discuss your needs, your vision and your goals.
  • Based on your goals, we will document all aspects of your financial situation and develop a strategy to outline how we will achieve your financial objectives. This plan will provide you with comprehensive financial planning recommendations and a full implementation plan.
  • We will develop a comprehensive financial plan customized to your life goals and manage the strategy, execution and implementation of your plan.