Do you have a minimum?

I have some money that I want to invest and I’m not sure where to put it. Do you have a minimum amount you will help someone invest?

~ Anonymous 

It’s wonderful that you have worked hard to save money! We do NOT have a minimum requirement. I would love to talk with you and hear more about your situation. Please schedule a 30 minute complimentary meeting to see if it makes sense to work together. If either of us decides it is not a beneficial match, we have trusted advisors that we can refer you to. Aloha!