Our initial consultation is free. This meeting allows us to get to know each other and enables us to assess your financial needs and opportunities.

Because every client is unique — with differing needs — our initial meeting, similar to our overall service, is designed specifically to uncover and understand your goals.

At the end of our meeting, we will determine action steps, one of which is to develop a proposal that outlines our mutually agreed upon services and fee structure. That way, you know exactly what you will receive for your investment. No surprises. Our fees range from hourly billing to fixed fee engagements.