Sleep On It

We have designed this process to give you (and us) a framework for making an educated and informed decision about working together. You will also finish this process knowing exactly where you stand in the four key areas of SWOT analysis (Strengths, Weaknesses, Opportunities, & Threats) in your financial life.

For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your hard-earned money.