We do not charge any fees to prospective clients for initial consultations. When you come to our office we can go over every aspect of your financial life that you are comfortable talking to us about. We will look for obvious signs of trouble and opportunities to improve your financial picture.

The initial consultation is our interview to be your personal "Chief Financial Officer". It is our opportunity to show you what we can do and give you a sample of what working with us is like.

At your Initial Consultation we will:

• Go over any of your current investments, liabilities and other financial arrangements (wills, trusts, insurance, etc.).
• Present any changes that we believe will make a positive impact on your financial situation.
• Explain in clear terms how we earn our fees and what that means to you in terms of the advice that we provide you.

The more information that you can provide to us, the better advice we can provide to you. Any of the following information that you can bring to your initial consultation will aid in this process. This includes, but is not limited to:

• If you have any questions before you would like to schedule your initial consultation, please feel free to send us an email or give us a call. We will be happy to answer your questions.
• Upon completion of your initial consultation we will provide you with a detailed, custom tailored road map that addresses your financial goals. We will then personally help you to implement this plan over time.

We make money when you do... therefore your interests are our top priority.