Your Initial Meeting

Our primary goal in this meeting is to create a safe environment where you feel comfortable to be yourself and share what’s on your mind.

Hopefully we’ll have a meaningful conversation around your life goals. The better we can learn about you, and you learn about us, the more confident we can feel about our potential relationship. We want to make sure we are a good fit for each other.

Step One: Schedule

Schedule your complementary 1 hour Zoom or In-Person meeting with this link:

Schedule Here

Step Two: Getting to Know You

Please review and complete our Introduction Packet so that we can get to know you better prior to our first meeting. You can download the form below, and once completed, email it back to Emily Preiss at

Introduction Form Download

Step Three: Meet & Greet 

This is a time for us get to know each other better. You may have something specific on your mind you want to meet about or maybe you are unsure as to what questions to ask or even what a Certified Financial Planner professional can help you with.

Principles of Engagement

Every day, we commit ourselves wholeheartedly to our work, striving to build upon the trust our valued clients have placed in us as their dedicated financial team. Guided by the CFP Board’s Code of Ethics and Standards of Conduct, we continuously adapt to the ever-changing landscape of financial services, ensuring that we meet the evolving needs of our clients. Throughout our decades in business, we've identified the enduring principles that underpin our most successful client relationships. These principles form the foundation of our engagement with our clients.

As you consider becoming a part of our client community, we kindly request that you be REASONABLE in our partnership:

Responsive by providing requested documents promptly and scheduling an appointment when we reach out (scheduling an annual appointment is essential, so we can know what is going on in your world).

Engaged with our refined process, which has you at the center. We believe in mutual respect, open communication, and intentional actions.

Appreciative of a collaborative environment. It is vital for us to be introduced and work with your existing professionals in providing holistic advice (tax, estate, insurance, etc.) – it is all connected.

Steadfast in the investment plan created for your goals – not your neighbors, not your colleagues. There is a lot of noise, and it usually doesn’t take into consideration your personal and financial circumstances.

Open to be vulnerable and transparent. We want to know you beyond the numbers, and that takes honesty and trust. What is all this planning for? We want to be more to you than a statement and Monte Carlo success rate.

Notify us as life happens or if you are debating a financially material decision. We have found those “oh by the way, we just __” moments can impact your plan’s trajectory – for better or for worse.

Accepting and using our provided technology. Leveraging the benefits of our tools amplifies our ability to advise you. No technology is perfect, but our vetted ones are powerful.

Behaviors and decisions that got you here may need to be reconsidered. We're here to help you navigate behavioral biases that could affect your financial decisions and your future.

Listen to the advice of our team. You have hired us to provide a strategic path forward with your personal goals in mind. A plan not followed makes our relationship difficult and inefficient.

Empathetic to us during our human moments during our journey together. We appreciate your understanding during times when we may make a mistake or fall short, and we'll extend the same empathy to you.


“Coming together is a beginning; keeping together is progress; working together is success.”

Edward Everett Hale

Consider these Common Questions:

Retirement Planning

When can I retire?

Tax Planning

How can I save on taxes?

Estate Planning

Do I need a will or trust?

Investment Planning

How should my retirement plan be invested?

Worksite Benefits

What benefits should I elect during open enrollment?

Insurance Planning & Asset Protection

What insurance coverage do I need?

Cash Flow & Debt Management

Should I pay off my home sooner?