This is an introduction to see if we may be the right fit for you and your financial planning needs. We can talk on the phone or meet via Zoom.

This is a brief phone or Zoom call for current clients to address a specific Financial Planning topic. Ideal for touching base between meetings.

This is for new clients. This is when we’ll deep-dive into your current financial situation and where you want to go. This is the beginning step towards creating a strategy for you. Based on our findings, we will work towards an effective strategy that matches your values and goals.

This is a meeting for current clients to review their plan, strategy, and goals.