Getting Started
Our relationships generally start with a complimentary meeting to get to know you and the issues that prompted your interest in seeking financial advice. This meeting provides an opportunity for us to discuss your financial issues and explain how our expertise can help you with those issues.
At the conclusion of this complimentary meeting, we will email you a quote with a range of costs based on the issues we discussed. We perform this planning work on an hourly basis. The quote for these services will largely depend on the complexity of your situation, your level of organization, and how much time we spend discussing the results in future meetings together.
For those clients who are interested in an on-going relationship with us, including investment management, we usually meet to go through our investment philosophy in detail before we quote fees for those services.
