We love meeting with potential clients to see if a long-term relationship can be developed. In order to continue to provide world-class service, we work with a limited number of successful individuals and families. Limiting our client base to qualified clients whose values and objectives align with ours is how we ensure significant value is provided to each new client while maintaining our high service standard for our existing clientele.
The first step to becoming a client is scheduling an Introductory Talk. Call us at (360) 383-5739 to schedule a meeting or complete the form below to provide your contact information and we’ll call you.
The Introductory Talk is a no obligation meeting where we will learn more about your unique situation and mutually decide if we want to enter into the financial planning process.