Our First Appointment combines Identifying Goals and Gathering Your Information. This is an opportunity for us to get to know you, your goals and how we can best work with you. This will give us both an opportunity to decide to work together so that we can prepare for our Second Appointment to Discuss Strategies. 

Below, we want to prepare you for the First Appointment, help you understand what to bring and how to get in the information to us prior to your First Appointment. Always feel free to reach out if you have any questions. 

Partnership - Our first step is to learn as much as we can about you - your goals, values and unique life situation. Our role is to listen carefully, ask good questions and fully understand what you want to accomplish in life. 

Organization - We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the "macro" level of investments, insurance, estate taxes, etc..., and also the "micro" level of household cash flow).