Working with an advisor should be simple.

A simple 3-step process to getting started:

Schedule a Call

This is a short call for us to get to know each other. I will go over your questions, and you can voice your goals and concerns. Together we will decide if we are a good fit.

Meet with David

In this meeting, I’ll gather info about your financial life so I can prepare recommendations. We will look at where you are and how to get where you want to go.

Think it over

We will then review your one-page financial plan that details personal, actionable advice. Hiring an advisor is a big decision, so I’ll simply ask you to think it over!

Schedule a Call