We offer a complimentary consultation to discuss your financial situation and determine if we can be helpful to you. You're not obligated to work with us in any way and, in many cases, we'll be able to mutually determine that we're not a good fit for one another.
Before coming in for your consultation, we ask that you complete a financial inventory. This inventory helps you create an organized list of your assets, liabilities, family, and future plans. You can fill it out and email it to us before your visit, or just bring a printed copy with you when you come. Download the inventory here.
If you haven't scheduled a visit already, you can find a time that works for you by calling us at (919) 391-3446, or by choosing a time from our appointment calendar: