No. The initial Exploration Meeting is free of charge. It's simply a chance for us to get to know each other and determine whether a long-term relationship is a good fit.

You can schedule an Exploration Meeting by giving us a call or clicking the Contact Us section on our homepage. There’s no cost or commitment—just a chance to explore whether working together makes sense.

We bring both technical expertise and real-world experience to your financial life. But more than that, we view this work as a calling—not just a job. We're here to partner with you, every step of the way.

Our clients include individuals and couples from all walks of life. What they have in common is a desire for guidance and a partner they can trust—not just someone to manage money, but someone to help navigate life’s financial complexities.

Absolutely. We serve clients across the country.

We’re a fee-only financial life planning firm. That means we’re paid directly by our clients for the advice and management we provide. We don’t earn commissions, sell products, or receive compensation for account transactions.

Anyone can call themselves a financial planner, but only those who meet the CFP Board’s rigorous standards can call themselves a CFP® professional. That includes passing a comprehensive exam, adhering to a strict code of ethics, staying current through continuing education, and meeting high professional standards. Learn more at CFP.net()