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Keeping our clients and our community healthy

Existing clients, schedule your meeting here.

New clients, complete our initial intake form here.

We continue to recommend remote meetings for all clients.
In-person meetings are available if you prefer. 

All clients and guests meeting with us in person must observe these conditions:

  • If you have an in-person meeting scheduled and find yourself under the weather, please do not come to the office. We will be happy to meet with you remotely at your scheduled time. Or, if you prefer, we will reschedule your in-person meeting.
  • All clients, guests, and team members will continue to have temperature checks upon arrival in the office.

As a fiduciary financial planning practice, there is nothing more important to us than the well-being of our clients. Although the Center for Disease Control (CDC) has declared that COVID-19 is no longer a public health emergency, we have all learned that it isn’t difficult to take simple steps to reduce the spread of illness to clients, team members, and others. We thank you for helping us to protect the most vulnerable among our clients and our community.

If you prefer not to follow these procedures, or if you'd rather save the travel time to our office, we are happy to hold client meetings remotely through Zoom or by telephone. You can schedule a meeting with us here.