Would you like to schedule an introductory meeting?
What to expect? a no-obligation opportunity to talk about the kind of advice you're seeking and how I may be able to help. Meetings are scheduled for 30-minutes, but I always leave the door open for a longer conversation.
Or contact me directly at:
Would you like to start a conversation without scheduling a meeting?
There are a lot of things you can do with 10 minutes. You can read a few more articles, do a few more google searches. You can think idly about what you really want for your finances and your life.
Or you can take action-- make the first move toward solving whatever it is that brought you here in the first place.
Working with a financial planner is a logical next step for people who know they could be doing a little better, if only they had a trusted expert in their corner-- someone to offer timely, individualized advice.
If you'd like to start a conversation, please fill in the form below. I will be in touch to offer my thoughts.