To help us determine if we are a good fit for one another, we start with a 30-minute free, no obligation initial conversation to see how we can help you unlock your best life. This enables us to provide you with some observations on your current financial situation, and where you are relative to the goals you shared.

To enable us to get the most out of the 30 minutes we’ll be chatting, we kindly ask that you please fill out the form below as thoroughly as you can. We’ll then reach out to you within 24 hours to set up a date and time for our call.

Please note: We begin our relationship for all clients with a customized financial plan which we then implement over time and for which we charge $4,500. Clients then pay a quarterly fee for ongoing financial planning and investment management. This fee is charged in one of two ways: Either a minimum quarterly fixed fee starting at $1,250 for clients with $500,000 or less in assets under advisement ($5,000 annually), or an annual fee that is a percent of assets under advisement, charged quarterly.

There is no greater joy for me than helping my clients along their path to live a better life. I look forward to seeing if we can do the same for you.

Warmly,
Bridget