Discovery Meeting Materials
Please complete the Goals and Concerns worksheet to prepare for your Discovery Session.
We look forward to working with you!
Stages of Wealth
Emerging investors who need guidance in defining their goals, establishing a sustainable savings rate, opening Roth IRA’s and selecting a 401k allocation.
Accumulators (pre-retirees) seeking full financial planning and investment management services including annual 401k guidance, college funding, and Social Security analysis.
Retirees looking for sustainable tax-efficient income solutions, Medicare planning, and estate or charitable giving planning.
Individuals with a significant net worth in need of comprehensive planning in multiple areas and future family wealth guidance.