Get in Touch
Tel: 919-401-1500
Fax: 919-401-1510
6340 Quadrangle Dr.
Suite 100
Chapel Hill, NC 27517
First Steps
1. intro call
We have a brief, complimentary phone call to get to know each other, explore whether we are a good fit, and answer any initial questions.
2. data gathering
Before we give advice, we discuss your goals and use our secure portal to gather relevant information.
3. STrategy
We work with you to create a personal action plan that addresses your top priorities and identifies any other needs.
4. ongoing review
We schedule regular meetings to monitor your strategy and address unexpected events in your life.
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