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 simple goal is for us to get to know one another a bit.
Currently I’m only accepting group practice owners as financial planning clients.
What if that doesn’t describe me?
I partner with clients for a minimum of twelve months (learn more about my services here).
Not ready to meet just yet? No worries!
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. 😉)
In the meantime...
👉 Sign up for my free guides and email newsletter.
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 - 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!
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.
