Whatever circumstances bring you to us, our first step is to meet for a complimentary initial consultation. This session allows you to question us and us to question you to determine whether our strengths best meet your needs. If we both agree that they do, we then formalize a relationship and move forward with development of your plan.
Of course, our work doesn’t end once we develop a plan. Just like life itself, a plan evolves over time, which is why we meet with you periodically to stay abreast of any changes in your circumstances. We will adjust your plan as necessary to make sure it always remains appropriate for your current and long-term needs and goals.
As you’ll discover, we pride ourselves on establishing close relationships with clients, some of whom we have served for more than 25 years.