We look forward to meeting you and learning more about your financial journey. Please click on the time zone link below and it will take you to our availability.
Plan on your initial appointment lasting approximately one hour. You will receive instructions via e-mail on how to prepare for the meeting after your appointment is confirmed.
To schedule your appointments with us, please click on the existing client appointment link. Please find a day and time that works for you and then choose the topic of the meeting you would like to discuss.
It is our preference for you to schedule your appointments at one time and 3-12 months in advance.
The three appointments most clients schedule during the year include tax preparation (if we do your tax return), investment review and implementation, and the end of year tax planning meeting. The decision is yours to determine how frequently you want and need to meet with us.
You will receive a text message reminder before your appointment