Getting Started

#1: Touch Base – An Introduction

To inquire further about the practice, background, or services, send an email or call Trish.  In your message, please include your contact information and whether this is an inquiry or request to schedule an appointment.

If you are unsure which service is right for you, please send your inquiry by email and we will determine the best course of action for your circumstances.

#2: Schedule your appointment

If you decide to schedule an appointment, you may want to refer to intake preparation questionnaire and bring this and documents mentioned to your first appointment. You may also like to review the agreement for either Hourly Consultation, Financial Planning or Investment Management Services in advance of our meeting.

#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, virtual, or at-home meeting may be arranged.