Contact us by phone or email and we shall conduct a telephone interview to determine if our firm can be helpful in meeting your needs.  You may download a “new client” packet of information which includes the following:

• Confidential Data Form (A guide for collecting data)
• Risk Tolerance Questionnaire
• Investment Questionnaire

Once you have had an opportunity to review the documents, we like to schedule an appointment to meet at our offices.  At that initial meeting we collect the required data to provide the services we have established you need.  We would rather have copies of data than to have you complete any data form.  This helps to make certain we have not made any incorrect assumptions.  Typically we request that you provide the following items to this meeting:

1. Last 3 years Income Tax Returns
2. Complete Budget with recent Pay Stubs and mortgage/loan statements
3. Will and any other Legal Documents
4. The most recent statements of all Investment/Bank/Brokerage accounts
5. Employee benefit information including: 401K, pension, medical, disability, life insurance, flexible accounts
6. Auto, home, life, disability Insurance Policies

Once we have collected the data and have a clear understanding of your goals and review the documents, we quote a fee for the services to be provided. We provide you with our ADV Part II and an Advisory Agreement.  A time frame is set for collection of any additional data and follow up meeting(s) is scheduled.