Initial consultations, which can sometimes extend over 2 or 3 meetings, are always complimentary.  Why?  Because we understand choosing a financial advisor is an important decision.  We want you to have a clear understanding of how our firm differs from others, how we can be of benefit to you and exactly what the cost will be before you make a decision to become our client.  At the same time, we need to develop a clear picture of where you are today and where you wish to go before we know how we may be of service to you.

When we reach this point of understanding, it is your decision whether to become our client or to part company. Either way, there is no cost or obligation on your part.  It is the fairest way for us to conduct business so you are free to make the decision that is best for you.