Initial Consultation
The first step in exploring a working relationship with us is the initial consultation. The consultation typically lasts 60-90 minutes, and is a way for us to get to know each other better, and to see if our services would be a good fit for your individual circumstances. There is no charge for a consultation, and you are under no obligation to work with us. We'll spend the time talking about what's important to you, and what a successful planning engagement would look like for each of us. To better understand your concerns and make the best use of that time, we do request that you complete a profile form in advance. You can find the form below.
Completing the Profile Form
You may complete the profile form and submit it here, or if you prefer you can email it separately, fax, or mail back. Instructions are included on the form.
Retainer vs Financial Review
At the end of the consultation, we can talk about what options may be appropriate; the open retainer, a financial review, or something in between.
The retainer serves you with structured, comprehensive financial planning, tax planning, and tax preparation. It allows you to check in at any time-- when you have questions, when new challenges come up in your life, or when you face life events that have major financial implications. The retainer is offered at an annual fee that is based on your income, the amount of your assets, and the complexity of your situation.
The Financial Review addresses your immediate financial issues with written recommendations to help you move forward. The review is offered at a one time fee.
Consultations are available by appointment in both the Shawnee on Delaware, PA and the Randolph, NJ offices. Contact us by phone or email for your no-cost, no-obligation appointment.
