Our Newsletter

Did you know we offer a free quarterly newsletter? If you are interested in receiving our quarterly newsletter via email, please fill out the form below.  Put 'newsletter' in the Message field.

Ask a Question or Get Information

We are happy to answer any question you may have about our firm or our process. We pride ourselves on honesty and transparency. Use the form below to let us know how we can help you.

Privacy Policy

We use the information you provide below to respond to your requests. We do not send unsolicited emails. You may cancel your free newsletter subscription at any time. We will not sell, rent or give your email address to any third party.

Business Continuity Plan

A plan is in place to notify you if an unplanned business disruption occurs. Simply, if you are having difficulty obtaining a response to an email or phone call for more than 2 weeks, you should send a letter to the firm at the current office address noted. The firms US postal mailbox will be routinely checked by family members who will contact appropriate financial planning professionals (e.g. other advisers who offer an hourly fee-only business model) who will then contact you.

In the event of a significant power outage, earthquake, tsunami etc., some key systems have cloud-based, remote back up. This will allow for response and appropriate email notifications regarding ongoing project activity.