New Clients

New Clients

Our practice is based on financial planning. We help our clients think about their goals (pay off loans, marriage, education, buy a house, save for retirement), then plan how to achieve those goals in a cost- and tax-efficient way.

A typical process is as follows:

The first visit is about one to two hours long. I provide background on myself and how my practice works. I want you to know who I am and what services are provided. Then, I ask questions to get a feel for your goals and needs. If we agree to work together, I ask for copies of your financial statements and work up a financial plan.

The second meeting (about two weeks after the first) is where I review the plan with you. We review the surpluses and the deficits and discuss what adjustments can be made to get the plan on track. There is no charge for this service.

Next, we move forward and implement the plan.

Please continue to “Client Packet” for more details.

Onboarding Welcome!

We are pleased to be working with you. In general, the onboarding process takes about two to three weeks. During this time, we will set up any accounts needed to assist you in reaching your goals.

Learn More About Us

Our mission is to help protect and maintain the quaility of your financial life and legacy. Find out who we are and how we can do this for you.


​Learn More About Us!​ 

Client Packet

Please review and complete the following forms for the creation of your financial plan:


Interactive:                                                            Printable:

Client Packet                                                         Client Packet