Prospective Clients
We look forward to meeting you and learning more about your financial journey. Please click on the time zone link below and it will take you to our available calendar. Plan on your initial appointment lasting forty-five minutes to an hour. You will receive additional information about what you need to do to prepare for the appointment in the confirmation e-mail you will receive.
Existing Clients
To schedule your appointments with us, please click on the appointment types that are important to you and find a day and time that is convenient for your schedule. It is not necessary to schedule a meeting during every appointment type. We find most people schedule three meetings per year beginning with tax preparation (if we do your tax return), investment review and the end of year tax planning and review meeting. The decision is yours to determine how frequently you want and need to meet with us. Feel free to schedule a beginning of the year or mid-year review meeting as you see the need.
Keep in mind we understand sometimes things come up outside of the normally scheduled meeting times. Please feel free to call us or e-mail us if a situation arises that needs immediate attention and we will be willing to accommodate as is warranted.
