Financial Plan Review
This is a one hour meeting where we cover many topics related to your overall plan including, updates, recommendations, next steps.
Initial Consultation
Let's spend 30 minutes getting to know each other. We'll review your financial health, discuss your goals, and explore how we may be able to help.
15 Minute General Question or Update
If you have a question or update that doesn't require a full meeting, but works better by phone rather than email
30 Minute Client Review
We'll evaluate your current accounts, discuss their features and benefits, and explore how they support your evolving financial goals and priorities.
Not Sure What Meeting Type To Choose
None of the other options look correct? That is fine! Lets chat for 15 minutes to see how our team can help.
Medicare Appointment
Medicare questions and review of Part A, B, and D, and personalized options for Med Sup and/or Part C also known as Advantage Plans
Connection Meeting
A dedicated time to reconnect, address questions, review your financial goals and action items, revisit planning priorities, and discuss any recent or upcoming life events that may influence your financial decisions.