This option is for current clients who would like to schedule a follow-up meeting or have questions but do not need a full portfolio review. You may also select this option if you are currently the participant of a 401k plan for which we provide investment services and employee education.

This meeting is an opportunity for you to ask questions about our services, talk informally about your goals, dreams, financial needs, and get to know the Advisor. After your initial consultation, you will have an idea of how a Financial Advisor can help you, the fees and costs you may pay if you decide to work together, and next steps.

For those who have decided to have us create a Financial Plan for them and have provided the various documents requested on our Checklist as well as completed our "Financial Goals Questionnaire". Once your plan has been created, your Advisor will present their findings and recommendations for implementation and answer any other questions you may have about your plan. Once you approve of the plan you will work with your Advisor to implement the plan.

For non-clients. Select this option if you wish to speak with the advisor, and you are not a client or prospective client. Examples may include professionals such as CPAs, estate attorneys, family law attorneys, real estate agents, mortgage lenders, insurance agents, mutual fund representatives, other financial advisors, etc. This option may also be used for general business meetings.

For current clients or those who have been in for a Financial Planning Meeting. Follow up on outstanding items, need assistance filling out paperwork, or any other type of follow up activities. Typically lasting 30 minutes.

For current clients only. This meeting is for clients to meet with their Advisor, discuss account performance, and make adjustments to their investment strategy and/or financial plan as their goals and needs change. These meetings usually last about 45-90 minutes.

This option is for current clients who would like to schedule a follow-up meeting or have questions but do not need a full portfolio review. You may also select this option if you are currently the participant of a 401k plan for which we provide investment services and employee education.