Skip to main content

Get started with personalized financial advice

The first step in our financial planning process is an introductory phone call, which usually lasts about 30 minutes. The purpose of this call is to get a feel for your financial situation and concerns, and to see if we might be a good fit.

If appropriate, the next step would be a complimentary initial consultation. Generally, the initial consultation takes 90 minutes. During this time, you can expect us to ask detailed questions about your goals and dreams. We will also go over the wealth management experience you can expect as a client. Please use this opportunity to ask any questions you may have about your situation or about our practice. If you have a significant other, we strongly encourage that he/she attend this consultation as well.

We believe hiring a financial advisor is an important decision, and the purpose of your initial consultation is to see if we can fill that role.

Advice to help you achieve what’s most important to you

One-to-one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

Request a Consultation
If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

Request consultation

2. Prepare for your consultation

Prepare for your consultation
Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor?
  • What are you not receiving currently?
To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know me

I’m passionate about helping clients like you reach their financial goals. Before we meet, take the time to get to know me. I look forward to getting to know you.
Learn more about me

4. Meet with me

Let's Meet
During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, the value I can provide, the costs associated if you decide to work with me, and next steps.

View my services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. After you become a client, you'll have anytime access to investments and digital tools to help you track your progress against your goals. We’ll review your goals, progress and investments regularly. Connect with us when you need to, in person, by phone or online.

I look forward to hearing from you

For more than 125 years, Ameriprise advisors like me have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

Request a complimentary initial consultation

Sign up for my newsletter