Contact Us
Choosing the right advisor to partner with is one of the biggest decisions you will make. We understand this. To help you with your decision, we prefer working together with you in a two or three meeting process as we get to know each other. This is our initial consultation and we charge $750 to complete this process. If you do not find our initial consultation process to be of value, we will refund the full amount.
The first step in this process is a 15-minute phone call to answer your questions, to see if we are potentially a good fit for each other, and to explain our process and how we work with clients.
If you are an existing client, please contact us through your dedicated email or call us.