Let’s Get Started! Schedule a Free Call.
Use the calendar below to book your free 20-minute session.
Note: There is a refundable $5 deposit required to book a discovery call. If you do not show up, this fee will not be refunded. Additionally, there is a 5-minute grace period. If you are more than 5-minutes late, the meeting will be canceled and you will be asked to reschedule. Please let me know of your desire to reschedule, or cancel at least 12 hours prior to your appointment.
What to expect during your consultation?
If you have questions about your personal finances or are looking for long-term guidance, we offer a free consultation via phone or virtual meeting!
Before we get started working together, we want to make sure you know everything about us and receive answers to any initial questions that will help us determine if we are a good fit based on your needs.
During the meeting we will discuss pricing, your expectations, and what you hope to gain from our 1:1 session(s). If you make the decision to work with us, we will use the notes from our consultation to help create an actionable steps to help you achieve your financial goals.