The road to a brighter financial future starts with a first step: contacting us. From there, we have a process six-point for getting to know you, understanding your goals, and seeing if we’re a good fit for each other. All you have to do is take the first step: just fill out the form below or call us at 585-485-6048.
During this exploratory meeting, we’ll explain our approach to personal finance and discuss your financial goals. We’ll also gather information about your current retirement savings plan, tax management strategies, and explore other financial topics.
At the next meeting, we'll conduct an in-depth evaluation of your current finances while determining your long- and short-term needs. This gives us the information we need to move forward in developing your customized savings plan.
Our team will then review this information in order to answer pressing financial questions including:
We'll come together to review our findings and provide simple, action-oriented recommendations. We can also discuss what the next steps are and answer any questions you may have about your financial plan. We're happy to get started right away, or you can take some time to think about it.
If you need time to think about working with us, we’ll wait to hear from you.
When you’re ready to put your personalized plan into place, we’ll get started on the next steps.
1169 Pittsford-Victor Road, Suite 120Pittsford, NY 14534585-485-6048