1. email us to book an introductory meeting or phone call

We don’t charge for this meeting, it’s simply our chance to see if we’re a good fit.  It will also be a good opportunity for you to “kick the tires” and see if you resonate with how we handle comprehensive financial planning and investing.  At our core, we provide advice designed to get your entire financial house in excellent working order through a truly comprehensive financial planning process.  Click the links above to learn more about this or simply email us to book a conversation.  Feel free to email us at. with any questions. 

2. fill out the preliminary data form and send it to FMN

This is really helpful for us to have prior to our meeting to help act as a springboard to our discussion.  Fill it our here then email the form to

3. during our conversation

We’ll ask pointed questions about your values, goals and where you want to be.  Plus, we’ll make clear the following:

  • What defines a successful financial plan for you?
  • What will my financial plan look like?
  • How exactly do we charge?
  • What areas of the financial plan will we cover?
  • Our philosophy regarding taxes, investing, insurance, retirement and estate planning.
  • And, any other questions you have about our process.