This is 30-60 minute introductory consultation call over Zoom to get an understanding of your situation and how I can help.

Need to run something by me or have a quick question? This short phone meeting is a convenient way to check in, clarify next steps, or talk through something on your mind. I’m here to help!

In this meeting, we’ll take a deeper dive into your financial goals, personal values, and current assets while reviewing the preliminary proposal I prepared tailored to your unique situation. We'll also discuss how we work together and what a successful investment plan looks like for you.

Your next review meeting is a time for us to reconnect, review progress, and talk through any updates or opportunities. As you schedule, you’ll be able to let me know if there are specific topics you’d like to focus on.

Your next review meeting is a time for us to reconnect, review progress, and talk through any updates or opportunities. As you schedule, you’ll be able to let me know if there are specific topics you’d like to focus on.

This is a chance for us to meet in person and have a meaningful conversation. You choose the time and location that works for you. I look forward to connecting!

This is a chance for us to meet in person and have a meaningful conversation. You choose a time and location that works for you. I look forward to connecting!

In this meeting, we’ll take a deeper dive into your financial goals, personal values, and current assets. We'll also discuss how we work together and what a successful investment plan looks like for you. Following our conversation, we’ll prepare and send you a preliminary proposal tailored to your unique situation.

In this meeting, we’ll take a deeper dive into your financial goals, personal values, and current assets. We'll also discuss how we work together and what a successful investment plan looks like for you. Following our conversation, we’ll prepare and send you a preliminary proposal tailored to your unique situation.