Summary

Our firm is somewhat unique in that you are in control of the services you want.  If you only want a one time meeting, that’s okay.  If you want a detailed financial plan but do not want to hire our firm for asset management, that’s okay too. However, in our experience, as we meet with clients for a financial overview meeting, that often leads to a comprehensive financial plan, which usually leads to asset management.  We believe our concern for you and our skill with which we can serve you will become self-evident.   We also know that, just like any relationship, working with a financial advisor involves a certain level of trust that grows over time, and we are willing to assist you at your pace.