Get Started with a Consultation

Step into Balance

You have goals in numerous areas of your life, like retirement, education, saving family events or experiences, and travel. Maybe right now you’re focused on a single need, like saving for a new home. Regardless of the financial milestones you want to hit, we look forward to being the advisors who understand what’s important to you, not just the numbers in your portfolio. We’re here to understand how you want freedom and balance to look in your life, and we make it easy to get started.

Family scheduling a consultation

1. Schedule Your Initial Consultation

If you want to learn more about our services and how we help you find balance by alleviating financial confusion and worry, schedule an initial complimentary consultation. Even if you’re already working with another professional, we can give you a new perspective, answer unaddressed questions, and help you understand the things that don’t make sense.

2. Prepare for Your Consultation

Before we meet to discuss your dreams, needs, and circumstances, consider these financial questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a specific life event or need prompt you to seek advice?
  • How are your investments performing in current market conditions?
  • What are you looking for from a financial advisor? What are you not currently receiving?

To help understand your current financial picture, we may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to Know Us

First-meeting jitters are normal, but we’re passionate about providing a personal experience that helps you feel understood and at ease. Before we meet, take the time to get to know us and our values. We look forward to getting to know you.

4. Meet with Us

During our initial consultation, we’ll discuss your financial priorities and goals, how we can work together, the ways we can help you achieve balance in your short- and long-term financial planning needs, the costs associated if you decide to work with us, and the next steps.

Learn more about your first and subsequent visits here.