Getting started
Come as you are.
Bring what matters.
Your first conversation is a chance to understand each other and discuss your priorities.
Start with three questions
- What do you want your finances to help you accomplish?
- What feels uncertain or needs attention?
- What has changed in your life recently?
Useful information to gather
You may find it helpful to have a general picture of income, expenses, savings, debts, investments, and existing insurance. Ask our team which specific documents are appropriate before sharing anything.
What to expect next
We’ll discuss your goals and questions, explain possible next steps, and help you understand how a working relationship could be structured.
Do not send account numbers, Social Security numbers, or other sensitive financial information by ordinary email. Ask our team about an approved secure method.
