Working With Our Friends

We greatly appreciate our clients and truly enjoy working with them. Virtually all of our clients come from referrals but we know that talking finances with friends or family members is not always easy. Sometimes friends or family ask will ask “who do you use” and sometimes it is too difficult for them to discuss even though they may need help. To make the process a little easier, we have created the attached form.

There are no agendas or fees. We are happy to meet and/or have a phone conversation with anyone you think might benefit from our services. As the old saying goes “a friend of yours is a friend of ours”.

Thank you.