Rich Goldstein
If this is our first meeting, let's spend about 90 minutes getting to know each other and discuss your financial goals. We’ll have a focused conversation to address your financial questions and outline a path forward.
We likely won't need the full 90 minutes if this is a follow-up meeting.
I'm excited to work with you and help you become your best financial self. I look forward to hearing your story and exploring how we can achieve your goals together.
IN PERSON
Please choose a location: your home, a coffee shop, or my office.
1 hour, 30 minutes
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