Making Appointments

At the absolute minimum, we will reach out to you for an annual strategy session in which we’ll touch base about your investments and make sure your financial plan still lines up with your goals. But there are reasons to meet more often.

If you’re going through a big life change—like having a baby, retiring, getting a new job (or losing one), receiving an inheritance, or moving—it’s definitely time for an in-person meeting. These moments can have a major impact on your financial life, and we want to be there with you to plan ahead and adjust as needed.

And if you have a quick question, give us a call! We’re always happy to help over the phone for simple things, and our team will tell you honestly if whatever you’re going through should really be discussed in a meeting with the advisors.

And most importantly, anytime you feel like you need a meeting, we’ll have a meeting. You don’t have to wait for us to reach out—just call us anytime you need guidance.