Real Estate & Construction Business Advisors


The better we understand YOU, the better we can serve YOU.

To help us understand who you are and what you want to accomplish – personally, professionally and financially, we schedule an initial no-cost meeting after reviewing your prior financial and tax history.  Also before the meeting, we request that you complete our Goals Questionnaire.  Here are some sample questions:

Business Questions:

• Why did your start your own business?

• Has it worked out the way you thought it would?

• What plans do you have to achieve your goals?

Personal Questions:

• What personal objectives do you want to accomplish before retiring (college funding, payoff home, second home, awesome vacation, etc.)?

• When do you want to retire?

• What would achieving your goals mean to you?

We would be delighted to help you along the journey!