Use this link if you are interested in taking the first step towards realizing your financial goals. Book a time to start a conversation at our office or via Zoom, free of charge.

Use this link if you are an existing client who would like to review or discuss any questions you may have, in person or via Zoom.

Want to learn more about our financial literacy series and the presentations available for your group? Let's talk!

If you are a student at Yale University that attended a financial literacy event and would like to schedule a time to discuss your follow-up questions, use this link.

Please use this event for non-client related meetings. If you are a client, please refer to the "Client" event types on my main scheduling page.

Use this link if you are a product wholesaler looking to schedule an in-person or Zoom meeting.

If you’ve recently met with us and need to schedule a follow-up—whether by phone, in person, or on Zoom—please use this link. You can also use this link to book any meeting that is not an introductory call or a client review.

If you would like to meet with both John and Nathalie for a review, please use this link. (Limited availability)