Getting the ball rolling with us is easy. Before our first meeting, we ask you to fill out a questionnaire about your financial situation and your life goals. Your answers help guide our conversation and enable us to determine what plan of action makes the most sense for your needs.
Having your completed questionnaire means we won’t be making predictions based on a set of ideal circumstances that support marketing hype or some type of guess. We’ll create an execution plan for you based on true facts and your best strategies.