How to Work With Us

Schedule a discovery consultation call

We’ll discuss your situation and concerns to help determine whether our firm may be a fit for your needs.

Fill out a data-gathering questionnaire

We’ll ask you to fill out our questionnaire and compile a list of statements so we can get a fuller picture of your circumstances.

Meet in person or virtually for the first time

We’ll discuss your financial situation, how we can help, our fees, and any questions you may have in deciding whether to move forward.