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Request Initial Consultation

If our vision and mission resonate with you, and you would like to learn more about becoming a client, we offer an initial consultation appointment at no charge.The majority of our time together in the first meeting will be devoted to learning about you and creating a personalized Legacy Road Map™, in order to help us understand your most important goals and the values upon which they are based. The meeting should last approximately one hour. 

To request an appointment, please follow the secure link below to complete a brief questionnaire, and we will be in contact with you soon to schedule a time that is convenient for you. (If married, we request that both spouses attend the first meeting.)

Initial Consultation Questionnaire

Additionally, to help maximize our time together we ask that you bring copies with you to the meeting of all relevant documents on the Financial Documents Checklist below (click link below to download the checklist as a PDF attachment.)

  Financial Documents Checklist

While we are processing your request for appointment, it would be helpful to begin gathering these documents so you may be ready to bring them with you to the initial consultation meeting. Be assured that everything you choose to share with us will be held in strict confidence. We ask for this information because when it comes to managing your investments, and ultimately your legacy, we can't afford to miss any critical details. It's kind of like providing a medical history to your doctor. Of course, the more we understand about your total financial picture, the better advice we may provide, and the more valuable this process will be to you. 

Thank you for your interest and we look forward to meeting with you.


Loran F. Graham, CPA, CFP®
CEO/President