The goal of our first meeting is to become acquainted and be sure that we will be comfortable working together.  Please call my office to schedule the meeting and bring the client data questionnaire with you. You can download and print the form here.

We will go over this information together.  I'll ask you to clarify your financial goals so be prepared to discuss this.  In addition to the questionnaire, bring as much financial information as possible (recent statements on investment accounts, insurance policies, employee benefits booklets, last IRS and state tax returns, three recent pay stubs).  Make sure to complete the Monthly Expenses page as accurately as possible.   

If you decide to hire me I will analyze the information and present you recommendations and options to help you. Once you have made decisions about these matters I'll help you implement them and we will monitor on a regular basis in the future.  Depending on the complexity of your situation, three or more meetings may be required at the beginning of our relationship.  Fees are at the rate of $185 per hour and will be discussed in more detail at our first meeting.  I hope to see you soon!