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 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.