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Monday - Friday: 9:00 am - 5:00 pm - Walk-Ins welcome.

Weeknights and Saturdays available by appointment.

Call or email us to find a time that works best for you.



We want to make sure there is a good fit for our services and your needs. In this “get to know you” meeting we will generally spend about an hour getting to know each other and exploring potential planning opportunities. 

There is no cost or obligation for the initial consultation. We will review the specific issues or concerns which first brought you to us. After reviewing your situation, we will suggest potential areas of opportunity and the services we offer, and instructions on how to proceed. If your needs would be better served by another professional (e.g. attorney, CPA), we will offer to provide referrals. Even if you do not require our services, our goal is for you to receive some insight and direction during the consultation.