When we meet with existing or potential clients, we do our best to make sure that your
experience is casual and laid back, not stuffy and intense. We have two offices that we can meet
with clients at, or we can come to you. We can even meet somewhere entirely different, like a
brewery or a coffee house. During our first meeting with a client, we intentionally don’t bring
a lot of stuff with us. We prefer instead to just talk, listen, ask questions, and determine if
we’re going to be a good fit for one another. We know that we can’t help everyone, and that’s
okay. Ready to get started?
Call Us today at (616) 379-1557
“Financial planning is not a one-time event, it’s an ongoing process. The best place to get
started is right where you’re at.”
Hudsonville Office
3424 Chicago Drive, Suite 203
Hudsonville, MI 49426
Grand Rapids Office
333 Bridge Street NW, Suite 600
Grand Rapids, MI 49504