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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.