Working with an advisor should be simple.

A simple 3-step process to getting started:

1
Schedule a Get to Know call

This is a short call for us to get to know each other. We will go over all your questions and wishes for the future.

2
Meet with David

In this meeting, I’ll share how I work with clients and what you can expect as a client. We will also decide if we are a good fit.

3
Think it over

After our meeting, I’ll send you an email summary of our call outlining all the details. I’ll also ask you to simply think it over.

Get a Free Financial Checkup