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Our free 45-minute planning session is available to both new and existing clients. During this session, we’ll accomplish three things:

  1. Understand your current financial situation and goals.
  2. Identify the areas in which you’d like guidance.
  3. Discuss how we work with clients, what service option would be best for you and a timeline for working together.

Simply call us or fill out this online application.

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Providing a little more information will help us prepare for our meeting with you. We hold in confidence any information you wish to share with us.



Martial status

Personal concerns:
Organize financial affairsThink more about my financesThink less about my financesWork with a trusted advisor

Transitions to plan for:
MarriageSecond MarriageBirth of a childJob ChangeJob lossStarting a businessRetirement planning (start early on this!)How much can I save or invest?

Learn moreGet a second opinion- How am I doing?Determine my (and my spouse’s) investment risk toleranceReview my investmentsHow to save moreBalance risk and reward – What’s the right mix for me

Risk Management:
Evaluate existing insurance coverageLifeHealthDisabilityLong term care insuranceAutoHome ownersUmbrella liability

I own a business and would consider suggestions

List any specific financial goals