Let's get acquianted!
A short 15-30 minute phone or Zoom meeting to see if we’re a good fit. We’ll ask you what led you to schedule the meeting, what your concerns are, what questions you have, and what you’re hoping to accomplish by working together. If we’re not the right fit, we’d be happy to refer you to a firm that may better fit your needs.
*If you're an existing client, schedule an appointment here
60 Minute Meeting
Let's schedule a 60-minute to better understand your needs, identify the value we can provide, and start gaining a full picture on your financial situation. Afterwards, we'll follow-up with an e-mailed proposal to summarize how we can help, the services we'll offer, and quote a fee to work with us.
Pick my brain! ($300/hr)
Do you have questions, but aren't ready to consider an ongoing relationship with a financial advisor? Schedule an hour with me to pick my brain! I charge $300/hour and will do my best to be as helpful as possible.
