Is the initial consultation really free?
Yes, absolutely. Our initial consultation is completely complimentary with no obligation. We use this time to understand your situation and explain how we might be able to help.
Let's Talk
Book your free consultation.
No pitch and no pressure, just a real conversation about where you are financially and where you want to be. We'll follow up within 24 hours.
Get started
Tell us a bit about yourself and what you're looking for. We'll take it from there.
Contact information
Address
8 The Green STE A Dover, Kent County, DE 19901
By appointment only
Office hours
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
Evening and weekend appointments available upon request
What to expect
Free initial consultation
30-45 minute discussion about your financial goals and current situation
No pressure approach
Educational meeting focused on understanding if we're a good fit
Customized recommendations
Initial insights and next steps tailored to your specific situation
Flexible meeting options
In-person, phone, or video conference, whatever works best for you
FAQ
Frequently asked questions
Common questions about our consultation process
What should I bring to the consultation?
Come prepared with questions and goals. If you have them available, recent investment statements, tax returns, and insurance policies can be helpful, but they're not required for the initial meeting.
Do you have a minimum investment requirement?
For ongoing investment management services, we have a $250,000 minimum. However, we offer financial planning services and hourly consultations for individuals at all wealth levels.
How quickly can I schedule a consultation?
We typically can schedule consultations within 1-2 weeks. For urgent situations, we often have same-week availability.
Do you offer virtual consultations?
Yes, we offer consultations via phone, video conference, or in-person at our office. Many of our clients prefer virtual meetings for convenience.