Thank you for your interest in Dunes Financial! I'm excited to learn more about you.

This meeting is a chance to discuss what you're looking for and see if we're a good fit. As a flat-fee fiduciary, I won’t give you a sales pitch or push any products. Instead, if we’re a good fit, we’ll outline next steps. If not, I'll gladly point you in the right direction.

Zoom information will be emailed to you upon scheduling a meeting.

If you would prefer a phone call, there will be an option to provide your number upon selecting a date/time.

Looking forward to our conversation!

Mark Rosinski, CFP®, CPA