Introductory Appointment

An introductory appointment provides prospective clients with a free, no-obligation opportunity to learn about our firm, our investment management philosophy, and our financial planning process; to understand your advisor’s background and qualifications; to get a clear explanation of our fees; and to ask any questions you might have. To book an introductory appointment, choose your preferred meeting format and select the time slot that works best for your schedule.

Existing clients can book appointments here.