facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Schedule an Initial Fit Meeting!

I can't wait to meet you! 😃


⚠️  I frequently have a waitlist, so I'd encourage you to schedule a fit meeting, even if there aren't dates available for a bit. If you have questions or immediate concerns, just contact me!

The initial fit meeting is for those considering my one-on-one financial planning services. (Learn more about those services here.)