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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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    What is the best time for us to contact you?


    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.



    Gender MaleFemale


    Marital status SingleMarriedDivorcedOther


    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?Review options to consider: 401K, IRA, Roth IRA, Simple IRA, Other?


    Investing: Learn moreGet a second opinion- How am I doing?Determine my (and my spouse’s) investment risk toleranceReview my investments and discuss recommendationsHow to save 10% or moreBalance risk and reward – What’s the right mix for me


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


    Business: I own a business and would consider suggestions


    List any specific financial goals that you would like to explore.


    Working with people like you for over 30 years.

    • Small enough to really know you, smart enough to provide high quality professional service.
    • Complimentary account aggregation with weekly summaries – know how your account is doing.
    • Contemporary monthly newsletter can be tailored to your interests.

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