Get Started

Call or e-mail us to discuss how we might be able to help you embark on your journey to financial security.

Beth Remick, CFP®
[email protected]

Carolyn Nunez, CFP®
[email protected]

Main Office
5425 Wisconsin Ave
Suite 600
Chevy Chase, MD 20815

Massachusetts Office
33 William St.
Fairhaven, MA 02719

Make an appointment

After talking with you, we will be happy to schedule an initial consultation.

Before meeting with us for the first time, it’s a good idea to begin gathering relevant documents. These may include the following:

  • Federal and state income tax returns
  • Bank statements (checking, savings, money markets)
  • Booklets and manuals from your employer about employee benefits
  • Insurance policies
  • Investment statements
  • Will and estate planning documents
  • Cash flow information
  • Credit card statements
  • Mortgage and loan booklets

"Keep Ithaka always in your mind. Arriving there is what you are destined for. But do not hurry the journey at all. Better it lasts for years, so you are old by the time you reach the island, wealthy with all you have gained on the way..."

From the poem "Ithaka"
by C.P. Cavafy

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