Also, please forward us your most recent investment statements and any other information you feel is material to your financial situation.
Call us to schedule an initial no-obligation "discovery" meeting (phone or in-person) to determine if we are the right firm for you.
Note: We kindly ask that all meetings be in our office during normal business hours. Please arrange for childcare so that we can make the best use of our time together.
Once engaged, we will develop and implement an appropriate investment strategy and assist you with your other financial planning needs.
Specific product recommendations are available through third parties; only if they make economic sense for you (remember, we receive no product-based compensation).
Periodic financial reviews insure that your investment plan is on track and in keeping with your goals and circumstances.
