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

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

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.

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.