30 Minute Life Update - Virtual or Phone Call
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.
60 Minute Financial Review - In Person
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.
60 Minute Financial Review - Virtual or Phone Call
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.
90 Minute Initial Meeting - In Person
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.
90 Minute Initial Meeting - Virtual or Phone Call
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.