How do we Conduct Business?

Our first meeting with you is approximately 40 minutes, and is somewhat of a discovery session. During this time we review our qualifications, mutual expectations and any fees involved. We may explore your current situation and your financial affairs, while discussing your objectives.


Should you decide to proceed, there will be several meetings with you as we further determine and clarify your objectives, collect data and present solutions and action plans.


Our focus during this entire process is listening to your concerns and making recommendations that you feel comfortable with. As well, we believe in taking the time to ensure that you have a full and complete understanding of all subjects covered during the financial planning process, including details of financial products and investments you may wish to purchase through our firm.

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