Getting Started

It starts with a relationship

Many of our clients are busy professionals who manage their resources well but are smart enough to realize that delegating to experts frees them up to what they do best. They are also at a stage of life where they are starting to think about giving back and using their resources for the greatest good. If that sounds like you, then we should meet.

Your First Meeting

Your initial meeting is a complimentary session that is designed to give you an opportunity to learn more about us in a friendly and relaxed atmosphere. Here is the current version of our relationship summary on file with the Securities and Exchange Commission, in plain English, that has some conversation starters. We will be happy to review your current situation and will talk with you in detail about your goals and expectations. If you feel that we are the right fit for you and would like to proceed to the next level, we will schedule another meeting to talk with you in more detail about the engagement and how we may meet your goals. Your initial meeting can be scheduled by contacting our office for an appointment.

Use our contact form or call us at (251)928-9498 to schedule an appointment with Scott McLeod.