We Look Forward to Seeing You
Whether this is your first session or a return visit, we're glad to support you. This one-time appointment is your space to focus on what matters most. You'll have up to 60 minutes with an experienced advisor for personalized guidance tailored to your needs.
What to Expect
We'll focus on the questions, goals, or topics that matter most to you.
The session includes up to 60 minutes of dedicated time with an experienced advisor.
You’re welcome to bring anything you’d like to discuss during our time together.
Is Ongoing Support Included?
Not at this time.
Consulting sessions are one-time services and don’t include follow-up or ongoing communication. If you're looking for continuous guidance or a broader financial plan, that’s part of our wealth management offering, a separate engagement with its own fee structure.
If you ever decide you'd like to explore a longer-term relationship, we're happy to share how our wealth management services work.
If new questions come up down the road, you're always welcome to book another consulting session; we're here when you need us.
If you're interested in a more ongoing relationship, feel free to schedule a 30-minute call to learn more about our wealth management services.
Need More Help Later?
Compliance & Disclosures
As required by regulatory guidelines, we provide you with our full disclosure packet for your records. This document contains important information about our services, fees, and compliance policies.
You are not required to review it before your session, but we encourage you to keep it for your reference.