We offer two ways for New Clients to access our services:
A Financial Foundations Engagement addresses the various and integrated parts of your financial life in order to develop a comprehensive strategy that supports your goals in an efficient and cost effective manner.
An On-the-Spot Advice Session is a one-time meeting where we address your most pressing issues. A session is limited in scope and does not contain the same level of analysis or detail that is in a Financial Foundations Engagement and it does not include a written summary report. Therefore, it should not be considered a replacement for more detailed planning.
For Returning Clients that have previously participated in a Financial Foundations Planning Engagement or a similar in-depth project, we offer follow-up services on an hourly, as need basis.
You can learn more about these services by clicking on the above links. To schedule an introductory phone call, contact us at 800-716-0674 or send us an online message.