Starting The Conversation

We begin by meeting to get to know each other.

Before we begin

Our first meeting with you is simple:  we get to know each other and determine if there is a good fit.  That’s all. We don’t try to sell you anything.  There are no investment recommendations, no product discussions nor papers to sign.

This “Is it a fit?” meeting accomplishes three things:

  1. You will share information about your financial goals and situation so we can determine if we are in the best position to serve you

  2. You will learn about our process, our investment methodology and how we work

  3. You can acquire the information needed to help you determine if there is a good fit for you and your family

At the end of the day, we want a WIN-WIN situation. That’s why we don’t put pressure on you to commit at first glance.  In other words, our second meeting is up to you.  We will wait for you to contact us when you’re ready.