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Start Here

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Let's Talk

I would love for you to schedule an initial 30 minute fit meeting so we can get to know one another. And I want you to do that when it feels right to you.

So take a look around. Get to know me, get to know what results I deliver to clients, and how I do that. Learn a bit more about the Life Planning technique I employ, and the specific topic areas Financial Planning covers that we would work on together.

Schedule Meeting


Learn a little bit about me, my mission and values to see if they resonate.

About Me


Learn a bit more about how I use Life & Financial Planning Services to make your life (and your private practice) better.



If you like what you’ve learned, schedule a complimentary Initial Fit Meeting.

Schedule Meeting

Contact Us

Have a question? Please, give us a shout! Use the form below or email dave@turningpointhq.com.