James M. Gambaccini, CFP^®

Our Discovery Meeting diagnoses your current financial situation and provides you a personalized introduction to the complete array of financial management, tax advisory, investment advisory, brokerage, and wealth management services we can offer.  We start by having you complete the Client Profile Questionnaire, a personalized check-up which helps you organize and manage important financial decisions more simply.  Upon reviewing your completed questionnaire during an initial meeting (no charge and no obligation), we can determine if our services will be beneficial to you.  If you should decide to use our services, we prepare a written plan prioritizing areas of financial importance, and quantify what needs to be done for successfully accomplishing your financial goals and objectives.