Schedule time to review your financial situation or discuss whatever is on your mind via Zoom or phone call. If this is time-sensitive or you prefer a face-to-face meeting, call us at 214.347.7475

This is an opportunity to get acquainted and see if we may be a good fit for each other via Zoom.

For attorneys, accountants, technology consultants, etc. If this is time-sensitive or you prefer a face-to-face meeting, call us at 214.347.7475