Contact Us to Take Advantage of Our Three-Step, No Obligation, Discovery Process.

INTRODUCTORY CALL

Connect via phone or virtual meeting to discuss what you are looking for and how we work with clients.  We answer any initial questions you have such as services offered and fee structure. If next steps are appropriate, we will set up a Discovery Meeting.

~15–30  minutes

DISCOVERY MEETING

This meeting is all about you.  We want to understand your situation, your questions and what is important to you.  We will request documents and statements as needed at this meeting so that we can take next steps to build out a proposal.

~1-2 hours

PROPOSAL MEETING

Using information and documents obtained during the Discovery Meeting, we will build out and present a plan customized for you. This plan will likely include an Investment Proposal and Preliminary Retirement Cash Flow analysis.

~1-2 hours

CONNECT WITH MICHELLE

Phone 703.459.9171
Email [email protected]

CONNECT WITH KEVIN

Phone 703.459.9176
Email [email protected]

CONNECT WITH LAUREN

Phone 571.470.0071
Email [email protected]