15 minutes
A brief phone call to see if we are a good fit for the advice you are seeking. We will provide a short description of services, philosophies, methodology, and fee structure. We will direct you to our Web site to help you learn more.
30 minutes
Call to discuss a question you have, to discuss your concerns with the current market volatility, your Thrift Savings Plan, or recent changes to tax laws that could affect your financial plan.