Initial Consultation
We look forward to helping you meet your financial goals!
Annual Review Meeting
Schedule time to discuss your yearly financial annual review
General Appointment
This is a 30 minute appointment to discuss your financial situation.
Financial Planning
This is an hour and a half appointment designed to discuss your financial planning needs.
Phone/Zoom Intro Meeting
This is a 30 min introductory meeting
15 min interview
A relaxed 15-minute conversation for my upcoming book project. I’m interviewing leaders, executives, and high performers about success, money, decision-making, and what creating real freedom looks like in the real world. No preparation needed. Just bring your perspective.
Strategy Session
This is a deeper dive into your financial world. We’ll discuss what’s working, what may feel unclear, and whether there are opportunities, risks, or blind spots worth addressing. Just an honest conversation about where you are today, where you’re headed, and what may help you get there with greater clarity and confidence.