Schedule an Initial Fit Meeting!
I can't wait to meet you! 😃
The initial fit meeting is for those considering my one-on-one financial planning services.
Currently I am only accepting group practice owners as clients. If that doesn't describe you, click here for some other ways I can help.
I dedicate two days each month to these meetings, so I can focus on doing my best client work the other days. I hold meetings on Tuesdays, Wednesdays and Thursdays.