We’re glad you’re here! This consultation is a chance to learn about your goals, answer your questions, and see how we may be able to help. Thank you for considering us!

We are excited to catch up with you. Our agenda will be to review your accounts, talk through any changes in your life, and make sure your financial plan still fits your goals!

Whether you’re starting fresh or making updates, we will work together to build your financial plan using our best-in-class planning software!

Together, we’ll explore the investment options available and walk through a portfolio recommendation carefully designed around your unique goals and needs.

A 30 min meeting with Thrasher and Chambers