Let's Get You on the Calendar.

It's scheduled for 30 minutes, but if we're in the middle of a great conversation, we're happy to go over. No need to watch the clock.

Yes, absolutely. Most financial decisions affect the whole household, so feel free to bring your spouse or partner onto the call.

Absolutely not. Just come as you are. This first call is about getting to know each other and your situation, not homework.

Whatever's on your mind: your income, your goals, a stock grant, a business sale, retirement, or whatever brought you here. I'll ask a few questions to understand your situation, and you can ask me anything about how I work.

No. There's no product to buy on this call. It's a conversation to see whether working together makes sense, for both of us.

Video, over Zoom, wherever you are. The link is included in your confirmation email once you book.

None. The intro call is free, and there's no obligation to move forward afterward.

If it feels like a fit on both sides, I'll walk you through next steps and what working together looks like. If it's not the right fit, I'm glad to point you somewhere that is.

No problem. Your confirmation email includes a link to reschedule or cancel in a couple of clicks.