Not sure if one of our programs is right for you? Schedule a free no obligation phone consultation.
Meet for Coffee.
When you just need to chat or would like to meet me in person, let's go for coffee or tea, Don't worry if 30 minutes isn't enough, we can always block my calendar for more time.
Get Acquainted Session
This one-hour free consultation is designed for situations that require a detailed explanation of your situation in order to determine the best way for us to work together.
Retirement Readiness Appraisal
1 hour 50 minutes
This is an actual working session of approximately 2 hours. The goal is to determine if you are on track to meet your goals.
1 hour 10 minutes
Finance Cafe - Informal Lunch & Learn designed to answer common financial questions in a relaxed informal setting. Location is the Garage Pub and Grill on 4th Street. Lunch is on-your-own. Discussion will start at 12:15 and wrap up around 12:45. Events are scheduled for the Third Friday of July, August, September and October.
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