Do you have an account minimum?

Whether you’re just getting started with investing, or preparing for or living in retirement, we believe financial guidance should feel approachable and personalized. Rather than focusing on minimums, we prefer to start with a conversation about what you’re looking for and whether we’d be a good fit to work together.

I don’t live in NH. Can I work with you if I live in a different state?

Yes. We work with clients in a variety of states and meetings can be held virtually by phone or Zoom, making it easy to stay connected regardless of location.

Do you offer “financial planning only” engagements?

We can work with clients in a variety of ways. Financial planning is an important part of our process and some clients choose to work with us for planning without moving investments. Other clients choose ongoing investment management along with planning. The right approach depends on your needs, goals, and the type of relationship you’re looking for.