Will there be costs I should expect to pay for an initial consultation?
We strive towards excellence. Each individual will receive a complimentary consultation with one of our advisors for 15–30 minutes. On that call, we will discuss your individualized situation determining what your goals and concerns are. From there we will be able to provide the potential cost associated with your individualized holistic plan after your Discovery meeting. Our financial & tax planning services can be a bundled price or an hourly charge based on the complexity of the plan. We generally begin each new client relationship under a financial & tax planning engagement.
This allows us to get to know each other, understand the resources you have accumulated, develop customized strategies and solutions we feel will enhance your situation, and show you the value in working with our firm for ongoing wealth management. If you decide you want to hire us to implement those solutions for you, the next step would be to become a wealth management client.