Broker Check

Where Do I Start?

Client Centered

Something (or Someone) is telling you that it's time. 

Perhaps a life event has prompted you to think about planning for the future.

We're here for you!

We want to help you realize, plan and achieve the goals you set for yourself, your family, and your business.

Don't put it off.

Call today for a no-obligation appointment.

WHAT will we talk about?

WHAT will we talk about?

We'll discuss what motivates your attitude towards money:

  • Fear? Do the "what ifs" keep you awake at night? Are you often worrying about losing your job, your health, your investments?
  • Happiness? Is money a tool to spend time with family and friends, to make life more comfortable, to access more "experiences"?
  • Commitment? Are you supporting causes you're passionate about? Do others depend on you for support?

These are some of the issues we discuss with you, without pressure or judgment, because these attitudes inform your goals and aspirations. 

We can best serve you when we really understand you.

The process is tailored to your needs, with meetings  in-person or remote.                                                            We are happy to schedule additional meetings for more complex situations. 

1. Discover

Schedule a no-cost consultation. We will ask questions and gather information to help identify your goals and assess your current situation.

2. Plan

Once you decide to move forward with us, we will begin to address the uncertainties of life with a variety of solutions.

3. Maintain

You will receive regular communication from us, as well as access to our staff and your own client portal. We will have at least one review meeting every year, although we are available to you as life changes.

Every step to this process ensures that your goals are met, both personally as well as financially. After establishing your initial plan, we revise it annually as your life changes.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (973) 251-5000