Reserve an appointment

Choose the option that best fits what you’re looking for. Each option is designed to be informational and introductory in nature — there is no pressure or obligation..

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Select an appointment🗓️

Introductory Phone Call
15 minutes BOOK NOW!

A brief discussion to get acquainted and discuss what prompted you to reach out, and answer any questions about the general planning process.

Consultation
1 hour BOOK NOW!

A one-on-one conversation to discuss your financial goals, answer general questions, and explore whether a personalized financial plan may be appropriate for your situation.

Webinar
45 minutes BOOK NOW!

Join me every quarter for an educational and complimentary webinar! These are live webinar’s where questions are encouraged. Space fills up quick, so reserve your spot now.