Get Acquainted Meeting

The name says it all. A Get Acquainted Meeting is an opportunity for you to find out if our services are a good fit for your financial planning needs. The meeting is complimentary and typically lasts 30-60 minutes. It can take place in person, on the phone, or over Skype.

Call to schedule a Get Acquainted Meeting or book online.

New Client Planning Session

If you are ready to get advice, you can get started through a New Client Planning Session. You meet with Rob Oliver for two hours for an overview of your finances and to get advice on the topics of  your choice. You also receive a written summary of the recommendations provided during the meeting. At the conclusion of the meeting, we will discuss if you would like additional services and what the fee for those services would be.

Fee: $650

Call to schedule a New Client Planning Session or book online.

Checkup Meeting

Checkup Meetings are for returning clients. They are designed to bring your plan up to date, rebalance your portfolio, and address any new issues or questions.

Typical Fee: $1,000

Call to schedule a Checkup Meeting or book online.