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What To Expect?


We have decades of experience and our credentials showcase our commitment to knowledge in the industry. Our qualifications include MBA, CWS®, CRC®, AIFA®, CFP®,CPA, and CEPA.

You will know exactly what you are paying and how we work. We do not want surprises.  Details count.

We are independent for a reason; we want what's best for every client and understand the value in providing tailored service and solutions.  Our independence allows us to provide the best guidance possible.


We begin with a simple conversation to see if there is a fit between what we do and what you are looking for. If it makes sense for both sides to move forward, we utilize a checklist to aid in the process of gathering financial documents, as these documents are the catalyst of the planning we will complete together.  

We will brainstorm ideas and discuss implementation as we conclude initial planning sessions.  As we move forward, expect to speak with us 2-3 times per year, either virtually or in person as we monitor investments and continue to complete various planning items.