When it comes to forging financial partnerships, the ability to make an informed decision is of paramount importance. This is why we thoroughly educate prospective clients about our process and encourage you to “Sleep on It” before hiring us.
We seek to help you make a sound decision about working together and through this process, show you exactly where you stand in four key areas of financial stability.
For those who are potentially a good fit for our firm, there is no cost or obligation to go through the “Sleep on It” process. We operate with complete transparency and want you to understand how we can help you before entrusting us with your nest egg or paying us a single dollar in fees.