Quick Start Consultation
Just looking to get started? This session is designed to address specific topics and provide insight into what financial planning is all about.
Fill out a questionnaire and identify your most burning questions. We'll meet for 2 hours to discuss your specific situation. I'll answer any questions you have or at least show you how to get the answers you need (some areas can get pretty involved!).
Financial Planning is an ongoing process. This session will not replace a planning relationship that helps you address and adjust to all of life's challenges. Instead, this session will introduce the concept of planning by exploring any areas you desire.
The fee for this session is $1,000 and can be applied to an ongoing relationship within 3 months of meeting. Fill out the form below to get started!