Contact
Start with a conversation.
Tell us a little about your situation and we'll follow up within one business day to arrange a consultation — no cost, no obligation.
Request a consultation
Reach us directly
Phone
Call UsOffice
Maine
In-person meetings by appointment; virtual meetings available anywhere.
Hours
Mon – Fri, 8:30am – 5:00pm
Evening appointments available on request.
What happens next
- 01
Introduction
A straightforward conversation about where you stand and what you are trying to accomplish. No cost, no pressure, no obligation to continue.
- 02
Discovery
We gather the details — accounts, benefits, taxes, timelines — and build a complete view of your finances as they exist today.
- 03
Strategy
We present a written plan with specific recommendations, the reasoning behind each one, and the trade-offs you should weigh.