Getting Started

Thank you for taking the time to visit our website. If you would like to learn more about our team and the planning and investment services we provide, let's schedule a time for an introductory conversation.

The introductory conversation will include a broad overview of your goals and current financial circumstances. If we decide together that we are a good fit, we will move into the discovery phase of our engagement and gather more detailed information so we can create your personal Family Wealth Management Plan.

Please download the items below to prepare for our time together.

Introductory conversation:

  1. Personal Information
  2. Net Worth Worksheet

Discovery conversation:

  1. Discovery Meeting Guide
  2. Document Checklist
  3. Cash Flow Worksheet