1.

Read about our SERVICES.

2.

Read THE PROCESS: 7 Steps to Success.  

3.

Complete the Confidential Questionnaire under FORMS.  We schedule our appointments in order of this paperwork being received by our office.  Please complete this form and send it to our main office by e-mail, fax or mail when you are ready to schedule your appointment.  Feel free to call our office to let us know your paperwork is on the way or put on the form that you request that we contact you to schedule your initial appointment.  (Please note: Our Lexington office schedule books up quickly, so turning in your paperwork will get you on the schedule faster.)

4.

Read the article about Questions to ask a Financial Advisor 

5.

At the initial meeting, if you are interested in working with us, we will provide you with a copy of our Form ADV Part II, Privacy Policy, & sample agreement.

6.

Once you feel that you have had adequate time to review this information and have gotten all of your questions answered, you will need to return the data requested, the agreement and typically a deposit check to get started.

7.

A typical financial plan can take anywhere from 3-6 weeks from the date you return the requested data, agreement and deposit.  Your appointment to go over our recommendations will be scheduled once all data requested is received.

8.

Enjoy the process!  This starts your first step to working together to achieve your financial goals!  

Next Step, CONTACT US