Initial Meeting

Please call our office 828-252-8228, email us at or complete the form below.

We work with all types of people, organizations and degrees of wealth.

We provide a wide spectrum of services to our clients and take the commitment to serve as their trusted advisor very seriously.

We offer a free initial meeting of up to 90 minutes in length to all interested potential clients. This provides us and the client an opportunity to see how we work together and get along personally, and the ability to determine if the relationship is something all parties are interested in pursuing further.

If we can answer your financial questions within that initial meeting, we are happy to provide these services to our community at large, free of charge.