Take the First Step

We have a simple 3 step process for people who want to explore return on life financial planning in more depth:

1. Schedule a listening session

2. Create a custom strategy

3. Execute the strategy

If you are ready to take the next step click here to schedule a phone conversation or click here to schedule an in-person meeting in our Charlotte office or our Rock Hill office.

There is no cost, no pressure, and no agenda for our listening session. We just want to hear what is on your heart and mind, and find out if what we have to offer is what you need.

Charlotte Office:

4201 Congress Street Suite 210
Charlotte, NC 28209
Phone: 704-553-8006


The Rotunda Building is bordered by Barclay Downs Drive, Carnegie Boulevard (on both sides) and Congress Street in the SouthPark area of Charlotte. We are across Barclay Downs Drive from SouthPark Mall. The building is distinguishable by its teal colored roof and the water fountains out front.


Parking is available in front of the Rotunda Building. Once inside the building, take the main elevator to the second floor. Our entrance will be directly in front of you and Janice will be there to greet you.


Rock Hill Office:

331 East Main Street Suite 403
Rock Hill, SC 29730


Our office is on the fourth floor of the Fountain Place Building. Our building is on the corner of East Main Street and Elizabeth Street directly across from the fountains in downtown Rock Hill.


Parking is available in the parking deck connecting to the building. Enter the building on the first floor and take the elevator to the fourth floor.