HOW WE BEGIN Our client centered process begins with you. As a potentially new client, we usually start with a 15-20 minute phone conversation to get to know one another. We know you’ll have all sorts of questions and we’ll try to answer them or provide a framework as to how your questions will be answered. COMMUNICATION The goal of our conversation is two-fold, to answer your question as to whether we might be the financial advisory solution you’re looking for and we need to determine whether you’re the right type of client for us. We can‘t work with everyone; there’s just not enough time. So, we try to find the type of clients who work best with the type of advisory services and support we offer. CONNECTION If we both agree that sitting down together would be a good thing to do, then we’ll schedule an initial complimentary discovery meeting so that we get to know one another on a deeper level. After that meeting, if we both feel that it’s appropriate, then we can lay out options for an engagement. “There are two ways to face the future. One way is with apprehension; the other is with anticipation.”~Jim Rohn What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz Learn More A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works. Learn More Let's start a conversation Name Email Address Phone Question Thank you! Oops!