facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

What You Can Expect

Our Process


In the beginning, we'll have you fill out a questionnaire covering your past experiences, current obstacles and future goals to help pinpoint areas in your life that offer opportunities for growth. We will also ask about your current tax situation since we place a large emphasis on tax strategy.


Once we have a good idea of who you are, what you want and where you want to be, we’ll hop on the phone for a free 20-minute consultation. During this call, we'll suggest services that complement what you’re looking for.


After we decide on a good starting point, we'll discuss next steps and a schedule that works best for you. Depending on your situation, we can meet in person, over the phone or via a virtual meeting.