I've decided to take a closer look. What's the best way to get started?

Simply call us at 913.385.5523. We will provide information on our services and fees. After our call, you can decide if you're interested.

If so, you can make an appointment to come in and interview us!

Our goal in the initial interview is to get a better understanding of your financial situation. We recommend that you bring in financial documents so we can identify gaps and make recommendations. We believe this is the most productive use of time, but some people do not bring in anything but a list of questions. We will answer your questions and try to provide whatever information you need to make your decision on whether you want to hire us. There is no charge for this meeting.