502 Lobos Avenue
Our clients are a diverse mix of individuals, families and business owners with one thing in common: they all want to make smart decisions about their financial planning and investment choices.
We find that we’re best able to serve couples and individuals who meet the criteria below. Someone who:
If this sounds like you, simply Contact Us to schedule a meeting. Our initial meeting will focus on you, your family and your goals and aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursuing your financial goals.
We ask all prospective clients to complete our Confidential Financial Fact Finder to ensure we spend our time together wisely and efficiently for your benefit. We also suggest you bring applicable financial documents to our initial meeting, including:
If we determine that we are a good fit for each other, we will ask you to complete our comprehensive Confidential Client Questionnaire. This document helps you identify your goals and preferences, and provides us with the detailed information we require to develop a truly personal and custom strategy for you.
We look forward to meeting with you to determine how we can help you pursue your goals as you transition through life’s many stages.