COMPLIMENTARY CONSULTATION

We specialize in you, your choices and your finances. Let’s work together to achieve your financial goals.

Thank you for your interest in SH&J! We are thrilled to meet you and discuss your needs in detail. When you come in, you can expect to meet with one of our 8 CERTIFIED FINANCIAL PLANNER professionals. They will spend time with you going over our process, hearing about your needs and goals, and answering any questions you have.

PRE-
CONSULTATION

Before you come, we encourage you to download our information packet which contains more details about the firm, important forms and our fee schedule.

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