We have refined a RightFit process to ensure we are the right advisor for our clients, and likewise they are right for our practice. 

An initial RightFit consult is done at no cost, and allows us to get to know each other in a friendly, relaxed environment.  

For many of our clients, we become something of a Family CFO, and serve as a central part of all money decisions.  We also offer to be a sounding-board  to extended family of clients.  This often leads to us serving 2-3 generations of family members, and helps us form an even deeper relationship and understanding of those we serve.

For these reasons, and because of the long-term and personal nature of our relationship, our RightFit process is an important first step.  

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client and we do this with the highest levels of trust, integrity and respect while always collaborating using a team approach.