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HOW TO GET STARTED
Are you curious to know if your needs and my services align?
Let’s set up time to chat. We can explore if working together would be beneficial.
Here’s what you can expect.
First, we’ll start with an introduction call to get acquainted, learn more about each other, and decide if we’ll explore a financial planning engagement.
If we agree we may be a good fit, we’ll plan a more detailed conversation to further explore your financial planning needs, while covering our financial planning process and philosophy.
Starting the financial planning journey is a commitment of time and attention. To honor the commitment to service and quality for our existing clients, we limit openings for new client engagements. Our next new client engagements will begin later in the year, as scheduling capacity permits.