Getting Started

#1: Touch Base – An Introduction

To inquire further about the the practice, background, or services, send an email or call Trish.  In your message, please include your contact information, whether this is an inquiry, or request to schedule an appointment. This conversation will help us decide which services (consultation, planning or investment management) are appropriate for you at this time.

#2: Schedule an appointment

If you decide to schedule an appointment, you will be given a brief input questionnaire and bring to your first appointment to help you organize for the consultation.

#3: Visit the office

Click here for office location and directions. If it is not possible for you to come to the office, an off-site or at home meeting may be arranged.