GET STARTED

FINANCIAL PLANNING FOR YOUR STAGE IN LIFE

Through our office in Maryland, our financial services firm provides clients nationwide with financial planning and investment services that adapt to the changes and transitions of their lives. We will develop a personalized financial plan based on where you are in life and where you want to go using Wealth Vision. Your financial plan will incorporate the full breadth of your needs, such as budgeting and cash flow, retirement, investments, taxes, and employee benefits and you will be able to view all this at your fingertips. Your trust is essential to our relationship, which is why we put your best interests first as a fiduciary in advisory relationships.

Next Steps

STEP 1

To get started, schedule a discovery consultation call. In this complimentary call, we will discuss your situation and determine if our firm is a fit for your needs.

STEP 2

Fill out a data-gathering questionnaire. We’ll ask you to fill out our data-gathering questionnaire and compile a list of statements so we can get a picture of your circumstances.

STEP 3

Meet in person or virtually for the first time. We will discuss your financial situation, how we may be able to help, our fees, and any questions you may have in deciding whether we should mutually move forward.

TYPICAL CLIENTS

We work with clients who appreciate a comprehensive approach to financial planning and a long-term, meaningful relationship with their advisor. Our clients tend to have $250,000 or more in assets to invest; however, we may waive that requirement for diligent savers and high-income households. The clients we specialize in working with are: