Getting Started
- Prefer to explore on your own? Look for the "What is your Risk Number" section on our home page. It works like an eye exam and provides a starting place for discussing risk and reward. Explore the videos and check out our extensive library.
- Request an appointment with Sherry. We offer in-person or virtual options for your comfort and security. You can call our office, or complete the form at the bottom of the page.
What you can expect when you request an appointment
We will confirm your appointment by mail, telephone or e-mail. Tell us what works best for you!
Also we will send you a Client Data Sheet. This is an information gathering tool that will help you prepare for our meeting by giving you a list of the information that will be needed, at minimum, for me to do my best work for you. Don’t worry if you don’t understand all the terms. Finishing it together can provide a way for you to experience my passion for explanations and service. No worries, it’s just bare bones information I need to filter through my almost 3 decades of education and experience and focus in on what might impact, or interest you.
Getting Here: 2940 East Paris Avenue, Kentwood, MI 49512. Close to the airport and Centerpoint mall. Our office is in a little beige house with bright red shutters. We sit on the east side of the street just south of the Burger King at 29th street. Our name is emblazoned on the garage.
Drop Box: If you use the locked black box on the side of the house, PLEASE put the flag up.
House Calls: If you cannot come to us, Sherry may be able to come to you. Ask for details.
Hours: Like many personal professionals, our services are available by Appointment Only