Becoming a Client

Step 1. Give us a call at 205.957.1612 or click on the button below to send us a message. Let us know what services you're most interested in. When you're ready to meet we will schedule a discovery meeting. We never charge for this initial consultation.

Step 2. Gather your account statements, life insurance documents, budget, paystubs, and your two most recent tax returns. The more information we have, the more we can help you.

Step 3. Visit our office for a face-to-face discovery meeting. It's important that we get to know each other. Trust is critical in the financial planning process.

Step 4. Depending on your needs, we may do business in different ways. We can place insurance and investments for you on a commission basis and/or we can enter into an advisory fee agreement which includes continuous planning and investment management. In either case, we help you implement and monitor your plans.

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