Your review meeting is a time for us to reconnect, review progress, and talk through any updates or opportunities. As you schedule, you’ll be able to let us know if there are specific topics you’d like to focus on.

Thank you for your interest in meeting with our firm. To ensure we serve prospective clients well, we ask a series of specific questions prior to confirming appointments. These questions help us determine whether our services are the right fit for your needs. Please note that not all scheduled appointments will be held if, after review, we determine that our practice is not the best fit. If that is the case, we will provide thoughtful guidance, resources, & connections that may be better suited.

In this meeting, we’ll take a deeper dive into your financial goals, personal values, and current assets. We'll also discuss how we work together and what a successful investment plan looks like for you. Following our conversation, we’ll prepare and send you a preliminary proposal tailored to your unique situation.

Note: This link is for BOISE/Treasure Valley only. Please choose a time and location that works for you. I’m looking forward to connecting!

Need to run something by me or just have a quick question? This short PHONE meeting is a convenient way to check in, clarify next steps, or talk through something on your mind. I’m here to help!

Need to run something by me or just have a quick question? This short ZOOM meeting is a convenient way to check in if we need do a tutorial or share something on the screen.