We hope that many of your questions have been answered by viewing our entire website, including our company and services pages. If you feel like our services might be a fit for you, feel free to download our packet below or contact us.

Initial Consultation
Our initial meetings are a free consultation to get to know each other and see if we are right for you. In this meeting we hope to answer all of your questions, and we provide you with a packet of information for you to take home.

Recommendations
If you decide to work with us and once we have all of the information from you, we will start looking into your situation and make our initial recommendations. These could include investment changes and other areas that you feel are in need of urgent attention.

Ongoing Reviews
We can review areas as you see fit. In addition, we like to review major financial planning areas every year. Please see our current review schedule.

GET STARTED BY DOWNLOADING OUR PACKET
The contents of this packet can be downloaded individually below and include the following:

> Basic Information-  This can be filled out using our Word template and emailed back to us or print as a PDF.
Download as a Word Document    Download as a PDF

> Investor Suitability - This helps us understand your current situation.
Download PDF

> Advisor Agreement - This is our contract for services only, so you are not bound in terms of length. We require a signed copy to begin.  Download PDF

> Form ADV Part 2 - This is for you to read and keep. For more information, see our ADV Part 2.