• What should I bring with me?

    Please bring with you any and all documents that are pertinent to our financial discussions, including but not limited to:

    • Your most recent statements
    • Certificates of Deposit (CDs) maturity dates
    • Long Term Care policies
    • Life Insurance policies
  • What should I expect when I come for an appointment?

    The first time we get together is a straightforward fact-finding appointment. The goal of the appointment is for us to ascertain where you’ve been financially, where you currently are, and where you would like to be. By going through a short questionnaire, we will determine what, if anything, we will be able to do for you in your particular case.

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