How Do I Get Started?

It’s easy. It can start with a phone call, an email or just filling out the contact form below. When you’re ready to learn more about your financial planning options, contact us to start the conversation. We’re happy to meet you at our office, your office or home, or your favorite restaurant or coffee house, and if you don’t live in the Greater Cincinnati area – no worries. Many of our clients are located across the nation, and we regularly conduct meetings via conference call, webinars and email.

If you’d like to share some initial information with us, to help us prepare for our first meeting, click on the link to take you to the Personal Financial Planning Questionnaire. Fill out as much info as you’re comfortable in sharing with us and use our securely encrypted platform (see link below) to send us the completed questionnaire. We’ll review the info and get in touch with you ASAP to set up an initial meeting or conference call. And if you don’t want to complete the questionnaire and would rather just meet with us first, to see if we’re a good fit for you, that’s ok, too. Just complete the quick “Contact Us” form below, and we’ll be in touch very soon!






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