Consultation Agreement

The first step to getting your financial house in order is the Initial Consultation. To schedule your appointment, please read and sign the initial consultation agreement below. There is a fee of $497 to schedule a consultation with our office. We offer a money-back guarantee; if you don’t find our initial consultation to be of value, we will refund the full amount.

This agreement must be signed and the $497 fee submitted before your appointment can be scheduled.

At that time, your Relationship Manager will reach out to you to answer any non-financial questions and to share a link to our secure document center, where you can submit your completed Personal FactFinder and any questions you’d like to discuss during your consultation.

Completing the Personal Fact Finder ahead of your scheduled appointment allows you to take full advantage of the initial consultation with one of our Financial Planners. We ask that your questions and information are submitted no less than 3 days in advance so that your Financial Planner has adequate time to review your information.