Connect with us. Give us a call or shoot us an email to set up a brief phone call to connect, learn a little about each other and determine if it makes sense to meet.


We'll share a bit more about us and learn more about you. Then how about a face-to-face to get to know each other better and explore a fit.


Share your goals and a snapshot of your financial picture. In our first meeting, we'd love to get a feel for what you'd like your future to look like and what you are working with in the way of resources.


We'll provide some free advice.  Given all that, we'll take the opportunity to access your situation and make some recommendations. And you'll have the opportunity to not only get to know us but see how we would work with you and the kind of value we bring.