Initial Consultation
Think we are a good fit? We will dive into your goals and challenges to see if we’re the ideal partner to help you reach the next level.
Client Review Meeting
Staying on top of your financial plan and investment strategies is key! This call is a chance to track progress, adjust as needed, and ensure your goals remain in focus as they evolve.
Financial Planning Discovery Meeting
Ready to dive into the details? This call is all about getting a clear picture of your financial situation. We’ll discuss your goals, tackle key concerns (investments, retirement, budgeting, taxes and more), and explore how we can help you chart a path to financial success.
Specialized Topic or Strategy Session
Need expert guidance on a specific financial topic? Whether it’s retirement, taxes, or investments, this call is tailored to provide advice on the area that’s top of mind for you.