Let's Talk! ☕️
Sitting down and talking about what's on your mind is how we figure out the most crucial issues for you — and what to do about them.
That's why I offer a free, 30 minute initial fit meeting. There's no pressure, no obligation and no sales pitch. The only goal is for us to get to know one another a bit.
And I get it. It's uncomfortable to sit down and share about something so personal. There's no rush! Book the meeting when it feels right for you.
And I might encourage you to sit with any discomfort and see if it has anything to tell you. 😉
Not ready to meet just yet? No worries!
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No, I'm not going to send you a bunch of annoying spammy garbage.
I'm going to send you valuable knowledge and perspective to help you navigate your financial life.
I share the exact same educational content that I do with my one-on-one clients. The type of material that will make you say, "OMG I finally get it - that wasn't that complex, I just needed someone to explain it in a way that actually makes sense."
👉 Click here and sign up before you forget! Future you will thank right-now you.
And If you'd rather get started by shooting me an email, please do!
More contact details can be found on the Contact Page!
Three Intentions
I hold three intentions for every meeting we have together, including this initial consultation meeting.
First, to hold a safe, non-judgmental and shame-free space for you to share what's on your mind.
Second, to be of service in whatever way possible. If I don't have the right solution for you, I'll do my best to connect you with other resources which might be a better fit.
And third, to help you decide for yourself what the next right step is. In the beginning, that of course includes helping you decide if my services are a good fit for you.
