Get in Touch

This conversation is a chance for us to get to know each other, discuss what you’re looking for, and determine whether working together would be a good fit. While a general awareness of your financial situation will be helpful, no preparation is required.

A 30 minute meeting is typically sufficient to provide me with an upate, work through one or two follow up items, or to call a third-party provider to initiate a transfer, etc. A phone call or in-person works better if we are conferencing in a third-party vendor.

A 60 minute video call is best if we are preparing to update a financial plan, reviewing a completed financial plan, or working through the implementation of multiple financial planning items.