Getting started is simple. Schedule a complimentary consultation through our website or by calling our office. During this initial meeting, we'll discuss your financial goals and determine if our services are a good fit for your needs.

We believe in transparent pricing. Our fees are typically based on a percentage of assets under management, with no hidden costs. For specific financial planning projects, we may offer fixed-fee arrangements. All fees are clearly outlined in our client agreement.

We typically schedule quarterly review meetings to discuss portfolio performance and any changes in your financial situation. However, we're available whenever you need us and encourage regular communication to ensure your plan stays aligned with your goals.

Yes, we serve clients both in-person and remotely through secure video conferencing and digital communication tools. Our technology infrastructure allows us to provide the same high level of service regardless of your location.