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Getting Started
We offer a no-charge initial meeting. During this information sharing session, we explore your values, goals, concerns, and current financial situation; you learn about our philosophy and approach, the services we offer, and associated fees. Together, we determine the next steps.

Documents to Bring to the First Meeting
1) Complete list of all assets and debts
2) Estimated income and expenses for a full year
3) Most recent statement from all investment accounts
4) Copy of most recent federal income tax return
    (last three years, if self-employed)
5) Employer benefit and self-funded plan information
    (life and disability insurance,retirement plans, etc.)

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