If you have immediate questions or would like to speak with us directly before submitting any additional information, please forward your contact information. We will be sure to respond in a timely manner.
The PDS Planning Process
After the initial fact-finding meeting, an outline is created to address your individual financial situation. We will work with you in a series of 3-4 meetings following the first meeting to provide options, insight and recommendations for you. The timing for us to cover your specific topics will depend on you and your comfort level with moving to each new topic. We will meet at least once annually to review your financial situation, however this does not limit our contact throughout the year. We are available to our clients as often as possible by appointment, email or phone. For those of you who are not in the Central Ohio area or are unable to meet at our office, we have the ability to conduct remote meetings through a secure connection to our office.
To take the next step in addressing your financial planning needs, we ask that you provide us with a bit of information through either the online form or PDF questionnaires below. Your responses to some or all of the questions will help us be prepared for your complimentary introductory meeting.