Our objective is to ensure that a relationship with us results in a good fit between your goals and the services our firm provides.

To accomplish this, we need to see your overall financial picture. There are two options to get started.

1. We have a short form (and we mean short) to fill out. Your answers are automatically sent to us. Our Office Manager, Gari Bassett will contact you within 1 to 2 business days with the next steps.

2. Or you can call us at (501) 376-9051 and ask for Gari. When she is available, she will walk you through the same questions as on the questionnaire.

If we mutually agree that our firm might be a good fit for you, we will explain the next steps and proceed to set up a phone call with one of our Advisors.