Planning or Follow-up -- FULL

1 hour 30 minutes

FULL should be selected when we are going over the details of financial plans or college selection.

First Meeting or Client Follow-up -- BRIEF

45 minutes

30-45 minutes may be adequate for us to get to know each other. If you are currently a college and/or financial efficiency client this duration for a meeting may be sufficient.

Telephone Consultation

30 minutes

Up to 30 minutes long. Appropriate for initial inquiries or for current clients who want to update me or just need a short answer to a question.