“I don’t know where to begin.”

You don’t have to. Just start where you are. We don’t need you to have anything sorted out or settled when you come in to see us. Pick up the phone and give us a call. We’ll take it from there.

“I’m not as ready or as organized as I’d like to be.”

Who is? Trust us — there’s no one who “feels” they’ve got it all together. You don’t need to. That’s our job: we’ll help you get organized and feel really, really good about where you are and where you’re going.

“I have other priorities right now. I will get to it.”

We get it. It’s hard to make the “future” a priority when your “now” is riddled with problems of it's own. Fact is, the future isn’t 20 years away; it’s an hour from now. Life changes on a dime, and the moment something shifts, you want support systems in place — someone to call who knows you and how they can help.

“How do I know if I can afford to work with you?”

The way we see it, you can't afford not to. We're in the business of helping people accumulate wealth, and that means we don't expect anyone to walk in the door with it. Also, you'll never write us a check, because that's not how it works.

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