This 15-minute introductory meeting is designed to learn more about your current financial situation, goals, and what you're looking for in a financial advisor. I’ll also share an overview of our planning process and how we support clients, so we can determine if it’s the right fit for both of us.

A quick check-in where we discuss your life changes, any challenges you're facing, and update your goals or plans. It’s an opportunity to get feedback, ask questions, and ensure we’re on track, all in a short, focused session.

A 90-minute initial meeting is a chance for us to get to know you and your financial goals. We’ll discuss your aspirations, priorities, and vision for the future, helping us understand how we can best support you in achieving your financial objectives. This session lays the foundation for creating a personalized plan that aligns with your goals.

A more in-depth session where we thoroughly assess your financial situation, discuss your goals, and address any questions or concerns. It allows us to dive deeper into your financial plan, identify opportunities for improvement, and make any necessary adjustments for your long-term success.

A 90-minute initial meeting is a chance for us to get to know you and your financial goals. We’ll discuss your aspirations, priorities, and vision for the future, helping us understand how we can best support you in achieving your financial objectives. This session lays the foundation for creating a personalized plan that aligns with your goals.

A more in-depth session where we thoroughly assess your financial situation, discuss your goals, and address any questions or concerns. It allows us to dive deeper into your financial plan, identify opportunities for improvement, and make any necessary adjustments for your long-term success.