Getting Started

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Interested in learning more? We ask that you complete and bring our Initial Questionnaire (link) to this meeting.Interested in learning more? We ask that you complete and bring our Initial Questionnaire to this meeting. At our meeting you can expect to spend up to an hour with us in a relaxed and comfortable setting. You will have the opportunity to become acquainted with our firm, our philosophy and learn how you might benefit from our services. We welcome the chance to get to know you, to understand your objectives and explore ways to achieve them.

A Word about Fees

Itineris Financial Advisors bases its compensation primarily on a fee basis, as opposed to receiving payment in the form of commissions. We think a fee-based model is best suited to developing objective recommendations that will not affect our firm’s compensation. After we understand more about your situation and our applicable services, we will provide you with clearly written information about all the fees involved before you make a decision to proceed.