facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Your Free “On Track” Assessment

In 3 short steps we’ll help you evaluate our services and make an informed decision about working together.

  • Tax return analysis
  • Investment analysis
  • Progress toward retirement goals


Step 1 – Complete the Pre-Meeting Questionnaire

* Denotes required field

To ensure we make the best use of our time together, please complete the questions below. 👇 (You can zip through them in <1 min!)

NOTE: We are a full-service firm and DO NOT offer an hourly fee schedule or a one-time project fee option.

Step 2 – We’ll Schedule a 20-Minute Call

A 20-minute phone call will give us both a chance to make sure your situation matches our expertise. We’ll learn what’s important to you and how you hope to achieve a secure and independent retirement and any financial concerns that might keep you up at night.

Step 3 – On Track Assessment Meeting

We’ll share our assessment of your progress toward goals and review our findings and recommendations. We will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments.