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Please take a moment to share any goals you have and how you hope financial planning can help you. You may also share anything you want us to know for our first meeting.
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Discovery Meeting

Schedule a no-cost, no obligation consultation to explore your goals, answer any questions you have, and discuss how financial planning can help. Take the first step toward achieving your financial goals.

Fiduciary & Fee-Only

Our financial advice is provided the way it should be, with the advisor owing a legal duty of loyalty to you, the client. As a fiduciary advisor, we are required by law to place the interest of our clients first and to fully disclose any potential conflicts of interest. Being fee-only means fewer conflicts of interest because we are paid only by our clients.

  • No commissions

  • No product sales

  • No referral fees

  • No kickbacks of any kind

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Our Process

We start with a free initial discovery meeting to identify your goals and explain how financial planning can help achieve them. 

From there, we develop a detailed initial plan including analysis of your current situation, explaining potential alternatives, and recommending a course of action. Ongoing coaching will then guide you to accomplishing your current and future goals.