Choosing a financial advisor is a big decision, and I wouldn't want you to hire me without getting to know me better first.
So, I ask that you schedule a free appointment so we can comfortably discuss your financial life and what you’re looking for in a financial planner. This 60-minute meeting will give us both a good idea about which of my services is the best fit for you.
No stress, no charge, no commitments, no sales - just an open and honest Q&A.
I can meet in-person or on a video call.
After you schedule, you’ll receive an email with information about preparing for our appointment. You’ll be asked to fill out a basic financial profile in advance, which will really help us cover more ground in our conversation.
You’ll also receive valuable information about working with me, and how I provide services as a fee-only financial planner.
During our meeting we’ll go over a high-level review of your finances and the decisions you’re facing. You’ll also be able to get clear on how services are provided and the value they’ll bring to your life.
I will not be asking you at this meeting if you want to hire me. Instead, I ask that you take the time to think about it, and get back with me within a few days.