Quite simply, our mission is to make excellent, objective financial advice available to people regardless of net worth. Learn more about how we differ. We are a fee-only financial planning firm providing guidance to individuals and families on a project basis. The Get Acquainted Meeting is offered at no charge and no obligation.
This is a good way to get to know each other, discuss what you're looking for, how we can work together, and ultimately decide whether we are a good fit. Advice is not typically given during this meeting. This service applies when you have only one or two concerns, such as getting a clearer picture as to your current readiness for retirement or specifying the cash flow you will need over the next 10 years.
This is a good way to get to know each other, discuss what you're looking for, how we can work together, and ultimately decide whether we are a good fit. Advice is not typically given during this meeting. This service applies when you have only one or two concerns, such as getting a clearer picture as to your current readiness for retirement or specifying the cash flow you will need over the next 10 years.
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