Part of our role is to help you coordinate the services provided by your other professional advisors, such as your attorney and accountant. This is to help ensure we are all working toward your same goals, and also to ensure that our advisors are providing the services appropriate to meet your complex financial planning needs. We strive to deliver individualized financial advice and wealth management services to mitigate risk and to be a steward for your financial health and well-being.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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