Is there a fee for an initial consultation?

Nope! Your first conversation with us is complimentary. Think of it as a chance to grab a virtual cup of coffee, get to know each other, talk about where you are today, and share where you’d like to go. 

What should I bring to my first meeting?

Just bring yourself and your questions! You don’t need to have everything perfectly organized before we meet. If you have financial statements, policies, investment information, or other documents handy, great! If not, don’t sweat it. We’ll help you figure out what’s important and what we need along the way.

What does a financial planning relationship actually look like?

Think of us as your financial co-pilots. We’re here to help you make sense of the moving pieces, keep your goals in focus, and make adjustments when life throws you a curveball. You don’t have to have all the answers - we’ll help you ask the right questions and build a strategy that grows with you!