It starts with the first phone call. We take a hands-on approach. We want to learn about you, your spending habits, and your financial goals.

Keep in mind, if you are married you’ll come to our first meeting WITH your significant other. We need you to be on the same page to be able to reach your goals.

We’ll discuss your background and how you grew up thinking about money. Some questions we’ll cover are:

How did you grow up with money?

What was your parent’s relationship with money?

What money management styles did you learn in childhood?

We’ll discuss everything in our first meeting.