Is there a change for the initial consultation?

We do not charge for the initial consultation. Usually we spend about an hour together, using that time to get to know each other. We like to learn more in depth about your goals and concerns and what you expect from working with a financial advisor. In turn, we like our prospective clients to learn about us, and our financial planning and investment advisory process. We view the initial consultation as the potential start of a long term relationship, and like to give prospective clients enough information to determine if they would like to continue to pursue a potential relationship with us.