take the first step

BEGIN YOUR JOURNEY WITH
AN INTRODUCTORY CALL

The Get Acquainted meeting is about establishing a comfortable rapport, learning a bit about each other, and determining if we should move to the next stage of the journey. Think of this as a low-stress conversation to see if we are a good fit, for me to learn a little about what motivates you, and for you to learn about the firm's services.

FINDING THE RIGHT FIT

It takes all types in this wide, wild world, but experience has shown that the best results come when both client and advisor are engaged and motivated. Our best work happens while working with clients who

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• are in the wealth-building phase of life (35-50, at least a decade until retirement).

• seek an advisor to help align money decisions with values and life goals.

• are proactive, intentional, and ready to engage.

• want an advisor to help simplify and reduce stress from money decisions.

• are enthusiastic about aligning investments with long-term goals.

• appreciate an advisor who can see both the big picture and the nitty gritty.

• are interested in delegating investment management.

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If those descriptions resonate you, please contact us using the form below. We look forward to speaking with you soon!