Compatibility Consultation

We understand that the financial horizon is vast and ever-growing. No two clients’ needs will be the same, so why should their financial strategy be? We take a personal approach to all of our clients, ensuring that we are working mutually towards achieving your goals, whether that be through investment, retirement planning, financial planning, and/or much more. For a full list of our services, visit the Our Services page. 

For the benefit of our existing clients, we can only take in a limited number of clients each year. This is done to ensure that our advisors are readily available, no matter what the situation may be. As a fee-based, Fiduciary firm, there is no benefit to either us or the client in starting a short-term relationship, which is why the first step in potentially becoming a new client is to have a compatibility consultation. The purpose of the meeting is to not only get to know your prospective advisor, but also to determine whether the opportunity to develop a long-term, working relationship would be the right fit, for you and for us.

This no-cost consultation typically lasts for no more than an hour. During that time, we will answer all of your questions about our firm and services, while also asking about your goals and expectations for your financial advisor. With that information, we can each make an informed decision about whether we believe that it would be mutually beneficial to move forward with our working relationship.

If we are both satisfied that there is value in working together, we can establish a plan and timeline for moving forward. In the event that the fit isn’t quite right, we will be more than happy to assist you in pointing you in the right direction, whether that be through a different firm that is better suited for your needs or by discussing various ways that you can manage your own financial situation, if that seems more appropriate for your needs.

Once your consultation is scheduled, please feel free to reach out with any questions, needs, or requests beforehand. We appreciate these insights, as it will give us a better idea of what you are looking for and serve as the foundation to the questions we will ask you. Our team’s contact information can be found here. To learn about all of the aspects of your finances that we can manage, check out our wealth management organizer.