This is our 1st Client Review Meeting! We’ll meet during the year to proactively address your financial situation and reevaluate your goals and priorities. You’ll receive input and guidance on your financial decisions (big and small); and as your life changes, we’ll help to adapt our strategies and re-prioritize.

This is our 2nd Client Review Meeting! We’ll meet during the year to proactively address your financial situation and reevaluate your goals and priorities. You’ll receive input and guidance on your financial decisions (big and small); and as your life changes, we’ll help to adapt our strategies and re-prioritize.

This is a 30 minute "Ask Me Anything" call with Jessica Merino for current clients.

This is a 1-hour meeting with Jessica Merino.