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Getting Started 

Step 1: Reach out to us to see if we are a good fit for you.
Step 2: Choose from the following services: Basic Review  |  Retirement & Investment Review  |   Full Financial Review.
Step 3: Begin the planning process based on the service you choose.

After our financial planning engagement you have several choices:

  • Sign up for our Ongoing management. Clients who utilize our Ongoing services value the access to our investment management and financial planning on a continuous basis to keep their financial goals on track.  This choice is best for those seeking a financial partner to support them on their path toward and through retirement.

  • Decide you need a more detailed analysis. Depending on the service option you choose, you may want or need additional analysis on any planning topic. You have the option to continue the engagement by upgrading to our next service package or working with us on an hourly basis ($425 per hour).
  • Decide you're all set. Your questions are answered and your plan is in place. This type of client prefers the do-it-yourself path.  However, we're here if you need us and clients often come back over the years for services multiple times, based on their need.  Depending on your situation, you can engage us for additional one-time services or for smaller projects, we will bill you at our hourly rate.

Documents: Form ADV

 Client Meeting Checklist  Table of Fees

Our locations:

You may schedule a meeting at one of our office locations or over the phone / virtually

Winooski, VT
St. Johnsbury, VT