Make an introduction
We’re in the relationships business.
Likely, some of the people you care about are in the same position you’ve been in: with questions about their finances and unsure where to turn.
Our priority is to be a resource for you and the people who matter to you.
If you have friends or family members experiencing a financial or life transition, we would love to be there for them. Whether they choose to work with us long-term or simply need a one-time consultation, please know that we treat your referrals as an extension of your client relationship and promise to be respectful, responsive, and helpful, making you look good every step of the way.
Option 1: They can schedule a meeting with us.
Send your referral a note directly, letting them know how James has helped you address some of their same needs along with information on how to get in touch. Or copy James and he will handle the rest!
Option 2: We can reach out to them.
Send us your referral’s name and email and we’ll reach out to them with a personal note and invitation to learn more.