Get Acquainted Meeting
These complimentary meetings last approximately 60-75 minutes. A confidential online questionnaire completed prior to this initial meeting will help us to prepare for a thought-provoking conversation. Your individual needs, preferences, and expectations will be discussed so that we can be sure we understand your goals and values.
This meeting will give you enough information about how we think and operate to confidently decide if Connemara Group would be a good fit for the specific type of personal financial planning and investment advice you seek.
When you want to move forward, a Client Service Agreement will be drafted for you to sign and return, along with all necessary review documents, either electronically or via hard copy.
Call 301-321-3600 today to get started with Connemara Group’s fee-only financial planning services.*
*Please note that due to capacity constraints we are currently accepting new clients on a highly selective basis only.
New private sector planning clients ages 50 and above will have a minimum of $5MM liquidity and investments ($3MM individuals) with moderate to no debt. Federal clients will have a minimum of $3MM liquidity and investments, 20+ years of Federal service, and moderate to no debt.
New private sector planning clients ages 25-49 will have a minimum of $3MM liquidity and investments ($2MM individuals) with moderate to no debt. Federal clients will have a minimum of $2MM liquidity and investments, 5+ years of Federal service, and moderate to no debt.
We regret that due to time constraints we are no longer able to provide referrals to qualified advisers who may have greater availability.