A one-hour session to discuss your financial goals, concerns, and how we can work together to create a personalized financial plan. Please gather relevant documents, such as income statements, tax returns, and retirement account information.

Please select the available date, time, and location that is most convenient for you.

A brief phone or Zoom call to review questions or get updates on your portfolio / financial plan. If you are looking for a time outside of business hours, please contact me directly for scheduling.