I’m trying something new.
The process of choosing an advisor for a long-term relationship can be overwhelming.
What if you could just book an hour and ask whatever financial questions are on your mind?
No pressure. No commitment.
Read more about how it works below.
$300
Here’s how it works.
You book an hour that works for you.
I send you the contract, you sign and set up payment. Half ($150) up front, half ($150) after we meet.
You send me an email (optional) ahead of time, sharing what’s on your mind and what you want to discuss.
We meet.
I send you a follow up email with a summary of our conversation and the recommendations we discussed.
You feel better about your finances.