How We Work

Never worked with a financial planner before? It’s easy, believe me.

The Place to Start – the Initial Phone Call or Email

This is a chance for us to communicate directly, at no cost or obligation to you, about your personal financial needs and goals.  Typically, I make some general suggestions and inquiries to determine if I am a good resource for you.

Follow Up Email

I will send you e-mails that contain:

  • My ADV, a clearly-written document that will tell you more about how I work and how I charge;
  • My contract, so that you can review it at your convenience;
  • My list of requested documents that I ask you to gather and, ideally, bring to the initial meeting;
  • A link to securely submit your financial information online.

Initial Meeting

The priority in this meeting is to confirm the initial scope of work we will do together.  It’s also a chance to meet face to face, and for you to ask any questions you might have about my qualifications, experience and approach to planning.  I do not charge for the introductory portion of this meeting.  If we do decide to work together, we sign a contract, and a deposit is paid before we review the documents that you bring.