• How often will I meet with you?

    We like to have review meetings with our clients at least annually, however we can meet more often or less often to accommodate specific client needs. Meetings can be held in-person at any one of our three office locations, in your home, over the phone or on a Zoom conference call.

  • Is there a charge for our initial meeting?

    No, we believe it’s in your best interest to spend some time with us so we can get to know each other. The first meeting is an opportunity to hear about your goals and needs and for us to share how our team might help you. Only then can we decide if it makes sense to move forward and work together. Whether that’s an initial in-person meeting or phone call, there is no charge.