CONTACT US
I’m deeply grateful for your interest in working together!
One-time Financial Planning
Due to the high level of interest, my availability for one-time financial planning is currently on a waitlist, with an estimated availability of Spring 2028. If you would like to join the waitlist, please use the link below. Alternatively, you can find several qualified fee-only advisors available now on the XY Planning Network.
Ongoing Wealth Management and Investment Management
If you are interested in an ongoing partnership, I invite you to take a deep look around my website to see if it feels like a good fit. When you’re ready, please use the link below to schedule an Intro Call. I look forward to meeting with you!
WHAT DOES THE INTRO PROCESS LOOK LIKE?
The first step is a 60 minute free Intro Call via Zoom. In this meeting we'll talk in detail about who you are and what you're looking for. We'll also overview the Firm and there will be lots of time to ask every question you have. After this meeting, you'll have time to decide if you'd like to move forward as a client. There will be no pressure or hard sell, just a thoughtful conversation to see if it's a good match.