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WHAT HAPPENS NEXT?
Once you have requested contact, we will get back to you, typically within 24 hours.
Our financial planning software is completely free. There is no obligation on your part. You can sign up here. The planning software will remain free to you as long as you want. You can link your accounts and get an idea of your complete financial picture. Put in as much or as little information as you like. It is up to you how you utilize the software tools.
In the "Profile" tab in our financial planning software is a secure vault. You can safely upload sensitive documents to that vault if you want us to look them over. Whatever you do, don't email anybody documents that contain your personal information. E-mail is not a secure communication tool.
If you have entered your information into our planning tool, we will review this information and any new information you bring with you during your introductory meeting. This gives us an opportunity to understand what your goals and dreams are and how we can help you to achieve those dreams.
After your initial meeting, take your time and decide how you want to proceed. This is a long-term relationship. No need to hurry such an important decision. You can retain our help in any of the ways listed below. If you choose not to engage with us, the access to the planning software will be available to you for as long as you like. No obligations, we hope you find the tools useful.