Initial Consultation

Effective planning starts with a deep understanding of where you are now and where you are headed. Mapping that journey with you – and helping you navigate it – is what we do best.

Schedule 15 minutes with us- call(216.455.7510) or email to schedule

What to expect on first call – these calls are informal, usually about 15 to 20 minutes & it won’t cost you a cent!

Next Steps

If we mutually decide to continue the financial relationship:

  • We will gather detailed financial information from you via our Confidential Planning Questionnaire
  • We will ask lots of questions. Our questions and your answers help us to understand your personal financial goals, objectives, and risk tolerance. As we learn what’s important to you we develop a plan based on your needs and desires. We will analyze the information provided and create a plan with various ways to help meet your objectives.
  • We will schedule a follow-up meeting to discuss your plan and options
  • You will then have the opportunity to decide if you wish to hire us
  • Our holistic approach to managing investments includes utilizing other professionals whom our clients works with such as accountants, attorneys and insurance agents to build a coordinated plan.