Schedule a free, no-obligation review with Certified Financial Planner David Fontaine.

In this meeting, we’ll take a deeper dive into your current financial picture. We’ll review any documents you’ve provided, such as account statements, tax returns, or pension estimates, to start building a more tailored strategy.

In this meeting, we’ll bring everything together. We’ll review the strategies discussed, walk through your personalized recommendations, and clarify next steps based on your goals. This is where we finalize your action plan and make sure you feel confident about moving forward.

This 30-minute call is designed for clients or prospective clients who would like to speak with David about a specific financial topic, question, or concern. Please note: This meeting is not intended to serve as a full account review or initial consultation.

David Fontaine would like to schedule a time for a review of your accounts.

This initial meeting is designed to review your current estate planning documents (if you have them) or discuss getting started. We’ll talk through your goals, family considerations, and next steps to make sure everything is aligned.

This follow-up meeting is used to review your drafted estate plan, answer questions, and finalize next steps before your in-person signing session.