Confidential Profile

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Aligning your investment decisions with your personal values can be extremely rewarding; congratulations to you for taking the first step!

As a FEE-ONLY advisor, we do not recommend products or services that pay commissions or loads.

Once you submit this brief form, you will be able to schedule an appointment.

Which of the following is your primary motive for our consultation? *

Professional Investment Management: (minimum $100,000 investable assets)

Hourly Consultation: $175/hour(no minimum balance required)

Are you familiar with the advantages of working with a fee-only advisor?

Fee-only financial advisors have a fiduciary responsibility to choose investments that are in your best interest. They cannot receive compensation from a brokerage firm, a mutual fund company, an insurance company, or from any other source than you. This means they represent you and your interests when giving you advice.

Yes, I am aware of the benefits.

No, I am not aware of the benefits.

Now I do; thank you!

Clear selection

How much experience in investing do you have?

No experience.

Limited experience.

Moderate experience.

Extensive experience.

Clear selection

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