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Request an Assessment

First, we should meet by phone. This call typically takes about 15 minutes and will give us both a chance to make sure your situation matches our expertise.  You can reach us at (304) 760-6000.  If there is a match, the next step would be to schedule a first meeting in our office or via web conferencing if you are out of town. This meeting will help us get a clearer understanding of your goals, concerns and financial situation and help you get a clearer understanding of how we operate and how we work with clients. Your time is valuable, we’ll use it wisely.

Click here to learn more about the onboarding process

There is no cost or obligation for the first or second meeting (if one is held), or the work we agree to perform in order to present an assessment in the second meeting unless you engage us for more extensive services through our client agreement.