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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 Plan.
Step 3: Begin the planning process based on the service you choose.

After our financial planning engagement you have a few options:

  • 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 and decides when they would like the next meeting. This may be in 3 months or in 3 years. Future meetings are typically billed at our hourly rate and we limit clients to three separate hourly engagements. We believe if clients require continuous advice, they are often a better fit for our On-Going Service options.
  • 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 ($275 per hour).
  • Sign up for our On-Going management. Clients who utilize our On-Going services value the access to our investment management and financial planning on a continuous basis to keep their financial goals on track.

Documents:

 Meeting Materials Checklist Form ADV Part II 

Our locations:

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

Barre, VT
So. Burlington, VT
St. Johnsbury, VT

Whitefield, NH