Our Discovery Meeting is a no-cost, no-obligation discussion that allows you to share your financial story - where you are, where you want to go, and what's important to you. Here, your advisor will gather your information and work with you to craft a financial plan to achieve your goals and focus on your priorities.

We'll share our own Investment Philosophy that follows a Nobel Prize Winning Philosophy Economics.

Through our Big Sheets financial plans, we will give you an easy-to-understand big picture perspective of every area that interconnects between your investments, tax implications, advanced planning, and exit strategy. But just as importantly, this allows you and your advisor to determine whether this is a good fit for one another.

The combination of proven investment management strategies along with tax expertise makes us uniquely qualified to maximize your investment potential while minimizing tax implications; thus, providing valuable insight to help you plan for a comfortable retirement, save for college or any of life’s big events.