Gather facts about your current financial picture through statements, tax returns, a cash flow analysis and other financial related documents.

Gain insights about your past experiences (the good, the bad and the ugly), what you’re seeking in a financial advising relationship and what your portfolio expectations entail.

Share information about who we are, what we do, how we do it and how we are compensated.

Collectively assess our teaming potential and, if we are a good F.I.T., we’ll begin the deep dive into your financial life and ultimately take the plunge into planning.

Note: The information gathered during both your F.I.T. meeting and “deep dive” will allow us to determine which planning portal will be most appropriate for analyzing and addressing your current financial situation in relation to your stated present and future goals. Investment planning is offered through eMoney.