We begin every relationship with an introductory phone call or virtual meeting to explore mutual fit, answer your questions and discuss your financial goals. Following this initial call, we’ll conduct several in-depth meetings, either in personal or virtually, during which we set up your customized financial planning website, review your current statements and tax returns and prepare a comprehensive financial plan.
We would then work with you on an ongoing basis as this plan is implemented, making adjustments as needed based on changes in your family situation, changes in the tax code and estate laws, and more.
Give us a call and we’ll schedule an introductory meeting. We are here to help provide peace of mind for you and your future generations.