How will our relationship work?

We are here for our clients whenever they need us via phone, email, or meeting. We have planned meetings with clients twice per year.

1. April-June Meeting: This meeting is focused on the financial plan. We will discuss what has changed in the past year with you, your goals, and your finances. We will discuss any adjustments that might be needed to help you get to your goals more efficiently.

2 . September-November Meeting: This meeting is focused on tax strategies that we can use this year to round off your tax bill. We want to make sure that there is an adequate amount of time so that we can discuss the strategies with your accountant to make sure we are all on the same page.