What information do I need to gather for my first meeting?

Prior to your meeting, you will receive an appointment kit that outlines what information is needed for your meeting, including a list of requested documents and information and a personal information questionnaire. Please be sure to complete the personal questionnaire and gather the requested information to review in your first appointment.

If you have scheduled your appointment but have not yet received this information, please contact us and we’d be happy to ensure you promptly have everything you need to prepare for your appointment. To schedule your first appointment with a financial planner, get started here.

What can I expect from an introductory meeting?

In your meeting, you can expect to learn more about our firm, our process and discuss your current situation, concerns and goals. This meeting, held with a Certified Financial Planner™ professional, generally lasts 90 – 120 minutes. You will also discuss any estimated costs associated with your desired investment advice and/or financial planning services.

How can I get in touch if I have questions?

It’s easy! Choose your method of choice:

  • Toll-Free: (800) 991-5195
  • Omaha, NE: (402) 341-2000
  • Lincoln, NE: (402) 474-1200
  • San Francisco, CA: (415) 795-8600
  • San Rafael, CA: (415) 795-8350
  • Mill Valley, CA: (415) 879-9655
  • By Email

Where are you located?


Midtown Crossing at Turner Park
3157 Farnam St Ste 7111, Omaha, NE 68131

U.S. Bank Tower – Downtown
233 S 13th St Ste 1100, Lincoln, NE 68508


San Francisco
1857 Market Street, San Francisco, CA 94103

Mill Valley
100 Shoreline Highway, Bldg B Suite 100, Mill Valley, CA 94941

San Rafael
2169 Francisco Blvd E Ste E, San Rafael, CA 94901