I am not taking on new clients at this time

The first step to working with me is to thoroughly review the information found on this Web site including my Firm Disclosure Brochure, Advisory Personnel Brochure Supplement, and Client Services Agreement. If you like what you see, think you’re a good fit, and are ready to take the next step, this is how it works.

You’ll need to schedule a telephone interview to discuss the scope of the advice you seek. You can see my availability and schedule a time online. This appointment takes approximately 20 to 30 minutes, and there is no charge for this time.

If we decide to work together, I’ll send you a Client Services Agreement, a copy of my Firm Disclosure Brochure and Advisor Supplement, and the link to my Confidential Questionnaire for you to complete and return. Once all of the formalities are complete, we get to work.

If, after the telephone interview, we determine I’m not the right fit for you, I’ll try to refer you the type services you need. Or if your not yet sure whether or not to engage me, you can just get back to me when you are.