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Getting Started

At your first meeting we will discuss your main goals and concerns and talk about the services we can provide to help meet your needs.  Most of our clients come to us for comprehensive financial planning, including:

  • Managing cash flow and debt
  • Planning for retirement, education, and other goals
  • Investment allocation
  • Protection planning
  • Estate planning

Others may want to focus specifically on one or two of those areas - insurance or investment advice, for example.  Either way, we'll get right to work on identifying the best course of action.  


If your need is for financial planning, we will want to understand your vision for your financial future, including your timelines and lifestyle requirements.  Before we meet again, we will ask you to provide us with more detailed financial information - by completing our Financial Planning Questionnaire (click on the button, below to download) and gathering your financial documents.  This information will enable us to have an in-depth conversation which will ultimately result in a course of action.

Financial Planning Questionnaire

All information provided will be held in the strictest confidence.