Get Started

How to Get Started …

Complimentary initial meeting

We are glad to set up a complementary one hour meeting (either in our office or via a phone consultation). The meeting is informal and allows you to get to know us and to determine if you are comfortable with our services. Before contracting for our services, you should feel confident that we provide the guidance you are seeking. At the same time, we are looking to understand your needs and to determine if we can provide the service you are looking for. This is accomplished by asking various questions concerning your goals, desires and finances.

What to bring with you

Click here to download a questionnaire. Click here to open a checklist of items that you can review to determine what you should bring with you to the meeting. Don’t feel like you need to fill out the entire questionnaire or bring everything on the list – only those items that are pertinent to your situation.

Firm estimate

After getting to know you, and understanding what your concerns and requirements are, an estimate will be developed for the work required. This will be a range that will cover the actual cost you will pay upon completion of our work. The estimate range is based upon the estimated time that we expect to spend developing and communicating your plan.

Your decision

You will, essentially, have three choices at this point:

• You can sign up for the work that we’ve recommended; or
• We can work on a subset of your requirements. Many times, a complete financial plan is overwhelming at the start. Often we start with a simple allocation plan and budget process, leaving retirement planning, insurance planning, and estate planning for later; or
• You can decide to do nothing. You may determine that the time is not right at this point for you to engage us, or we may have answered all of your questions at the initial meeting.