We can’t know what’s important to you until we listen. So our first 45-minute meeting is always no-cost.
You’ll appreciate our low-key and comprehensive approach to your financial goals and concerns—both now and for the future.
Wondering what’s covered in our first meeting? Relax. It’s dedicated to listening to you, understanding your dreams and desires, learning more about where your financial picture is now and where you want to go, and asking the questions you may not have thought of. And it’s always free of charge.
Just come prepared with basic financial information shown here. We’ll talk about where you are now and where you want to be. Then you decide if we’re the ones to guide you there. When we work together, we’ll outline a balanced plan, clarify your goals and map out a course for you—all designed to reach your True North—the vision you have for your future and legacy.
Complex investments, assets and goals? We’ve got you covered. Fairly simple, straightforward financial life? No problem. We have the experience and tools to work with you, whatever you require. And after we create your plan together, we’ll be with you every step of the way to implement, review and revise as needed. You can talk to us anytime.
One more thing–we work on the fee-based model of financial advising. Our focus is on what’s right for you and your future. We don’t make money from the investments we recommend*, because we believe it’s a conflict of interest. When we advise you to consider an investment, it’s because we’re convinced it’s a good use of your resources.
During more than a combined 70+ years helping people like you, we’ve earned the highest certifications in our industry: CFP®, Chartered Financial Consultant, Charter Life Underwriter and Chartered Retirement Planning Counselor. From the time-tested to the cutting-edge, rely on us to recognize opportunities and find the right balance for you and your future.
*We do make a small commission from insurance products you purchase through us.
Please bring these documents and information with you to our first meeting.
- Investment statements for the last three years
- Retirement account statements
- Personal financial statement
- Trust account reports (if applicable)
- Life insurance policy information