Financial Advice For You
I want to help you achieve and live your best life. Let's get started! Submit the contact form and I will be in touch within one business day.
What you get:
- Truly customized financial plan
- Financial world optimized to work together
- Relatable, actionable advice from a peer
- Investment management with a purpose
- Coaching to keep you on track
- A personal advisor when you need it
Take the first step. Give me a shout.
What Happens When I Hit Submit?!
1. You'll get an email from me. We’ll schedule either an intro call or, if you’re feeling ready, the full Discovery Meeting (Within 24 business hours)
2. A quick 10 minute intro call, if desired (Within 3 days)
3. The Discovery Meeting. In person or video chat, whatever your preference (1-2 weeks)
4. Initial setup of your client portal (2-4 weeks)
5. The Foundation Meeting. Again, your preference (2-4weeks)
6. Implementing a kick-ass plan! (4th week and beyond)