Initial Consultation
Curious About Working Together? If you're not yet a client but want to explore what it's like to work with me, this introductory meeting is the perfect place to start. We’ll talk about your goals, walk through my planning process, and see how I can help you move forward with clarity and confidence. Choose either a phone conference or Teams call. You don't need to download the teams app for this option! When signing into our meeting, click "continue on this browser".
30 minutes
Initial Consultation
Curious About Working Together? If you're not yet a client but want to explore what it's like to work with me, this introductory meeting is the perfect place to start. We’ll talk about your goals, walk through my planning process, and see how I can help you move forward with clarity and confidence. Choose either a phone conference or Teams call. You don't need to download the teams app for this option! When signing into our meeting, click "continue on this browser".
30 minutes
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera
Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.
Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.