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.