Book a Discovery Call
The purpose of this free 30 minute call is to help you figure out if we’re a good fit to work together and if a fee-for-service plan would help you.
This is a no-strings attached discovery call. No pressure.
You should book this call if you…
if you would like a financial plan where you know exactly what you’re getting and there are no hidden commissions or fees.
are worried about making bad decisions that future you will regret.
are tired of collecting information and trying to figure out which financial products make the most sense for you.
are confused as to what your financial goals should be and could use help getting clarity.
are overwhelmed by all the potential financial products you could be using and want to know which ones will actually help you.
like the idea of getting customized advice without having to buy a product.
What happens after booking a call
Book a Call
Book a time that works for you.
You’ll receive a confirmation email with the details of our call.
During Our Call
We'll talk about what questions you’d like answered around your finances.
We’ll see if we’re a good fit to work together and if a fee-for-service plan would help you.
Getting Started
If we decide to work together, I’ll send you a letter of engagement.
To get started, sign the letter of engagement and pay the first installment to secure your spot.
Testimonials