Free Initial Consultation
If you're ready to learn more, give us a call to schedule an initial consultation.
The consultation typically lasts 60-90 minutes. It gives us the opportunity to get to know each other better and see if our services would be a good fit for you. 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.
For those seeking a planning relationship, this confidential conversation is free of charge, and you are under no obligation to work with us. If we are getting right to work, the normal hourly fee would apply.
Consultations are available by appointment in the Poconos in our Stroudsburg, Pennsylvania office and in Northwestern New Jersey in our Randolph office. Distance planning is also available via Skype, phone, or email.
Click here to contact us to set up your no-cost, no-obligation appointment.
Working Together
At the end of the initial consultation, we will talk about which of our services might be best for you- full retainer financial planning, a financial review, or something in between.
You can learn more about our service offerings here.Ready to get started? Click here to contact us.
We look forward to working with you!
