A complimentary 20 minute "due diligence" phone call to get your questions answered & learn if/how we might work together.

This is a complimentary 45-60-minute "due diligence" Zoom Meeting to answer your questions and learn if/how we might work together.

This is a 45-60-minute Financial/Investment Plan Review Meeting in our office to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Review Meeting via Phone (we will call you) to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Review Meeting via Zoom to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Review Meeting at your home or office (or other location) to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Consultation Meeting in our office to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Consultation Meeting via Phone (we will call you) to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Consultation Meeting at your home or office (or other location) to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Consultation Meeting via Zoom to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Special Service Meeting in our office to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Special Service Meeting via Phone (we will call you) to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Special Service Meeting at your home or office (or other location) to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

This is a 45-60-minute Financial/Investment Plan Special Service Meeting via Zoom to explore any new ideas, opportunities, or recommendations and provide any maintenance and management to your financial plan.

A quick 15 minute "client" Q&A phone call usually to check-in on you, share something with you regarding an important financial matter or opportunity, or to get a quick question answered for you at your request.

A quick 15-minute chat (or longer if needed) by phone with a personal or business associate.

This is a complimentary 90-minute "due diligence" In Person ZOOM Meeting to answer your questions and learn if/how we might work together in your best interest..

A complimentary 20 minute "due diligence" phone call to get your questions answered & learn if/how we might work together.

A complimentary 20 minute "due diligence" phone call to get your questions answered & learn if/how we might work together.

A complimentary 20 minute "due diligence" phone call to get your questions answered & learn if/how we might work together.

A complimentary 20 minute "due diligence" phone call to get your questions answered & learn if/how we might work together.

This is a 45-60-minute Tax Intake Meeting via zoom where we collaborate to gather necessary information and documents to prepare your tax return accurately.

This is a 45-60-minute Tax Review Meeting via zoom to ensure transparency, clarify any discrepancies, and provide you with an opportunity to ask questions or address concerns regarding your completed tax return draft before e-filing.