Our initial meeting is dedicated to getting to know you and offers an opportunity for you to get to know us. Financial planning is very personal, and we created this meeting as a safe space where you can feel comfortable to be yourself and share what’s on your mind.  

Hopefully we’ll have a meaningful conversation around your life goals. The more we can learn about you, and you learn about us, the more confident we can feel about our potential relationship. We want to make sure we are a good fit for each other.


Step One: Schedule

Schedule your complimentary 1 hour Zoom or In-Person FIT meeting:

Schedule a Meeting


Step Two: Getting to Know You

We ask that you complete and return our introduction packet prior to our first meeting. The completed form can be uploaded to the secure link below. This will give us an opportunity to get to know a little bit about you before our meeting.

Introduction Packet Download  Secure Upload Link


Step Three: FIT Meeting

This is a time for us to get to know each other. You may have something specific on your mind or maybe you are unsure as to what questions to ask or even what a wealth management professional can do for you.

Consider these Common Questions:


Retirement Planning

When can I retire?

Tax Planning

How can I save on taxes?

Estate Planning

Do I need a will or trust?

Investment Planning

How should my retirement plan be invested?

Worksite Benefits

What benefits should I elect during open enrollment?

Insurance Planning & Asset Protection

What insurance coverage do I need?

Cash Flow & Debt Management

Should I pay off my home sooner?