Apply for a FREE 30 minute strategy session to find out if ongoing financial planning is right for you.

The FREE strategy session includes:

  • 30 Minutes of one-on-one time.
  • A quick assessment of your current financial situation.
  • An action step that you can take right away (whether or not you decide to become a client).

In order for us to do our job, you have to help us by answering these questions as best you can! It’s completely confidential and it’s why you’re here anyway, right?

After you fill out the form below, someone from my team will reach out to you within 3 business days with the next step.

Looking forward to chatting with you!

*IMPORTANT: Unfortunately, if you are not a U.S. citizen or permanent U.S. resident we cannot work together due to compliance regulations.