Discuss Goals

"So tell us, what is it you plan to do with your one wild and precious life?"

This is often the first thing we ask prospective clients when sitting down for the first time.

Because what we do is so personal, we believe that before we look at any numbers, documents or accounts that we have to get to know who you are as a person.

What do you want out of life? What goals do you have for your family? What would you consider personal successes or failures? What legacy do you want to leave?

This is also a time for you to get to know us. As a top Fee-Only Financial Planner in the Washington, DC metropolitan area, we know that we have the credentials to earn your business.

But we also have to be able to connect with you on a personal level. You have to feel comfortable enough with us to be open and honest about one of life’s most sensitive topics – money. We have to learn what you expectations are for working with a financial advisor and the best ways we can communicate with you.

We consider our clients a part of our family and we hope that you will give us the opportunity to learn more about us.

We look forward to sitting down with you to get to know each other a bit better. Contact us here to set up a time.

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11 North Washington Street, Suite 250, Rockville, MD 20850
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