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.