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 WWA Office 427 Washington St. We will be meeting at our new office space 427 Washington Street. Feel free to bring your lunch or if you prefer to order from Fresh Take Kitchen, let us know and Peggy will pick up your order and have it at the office waiting for you.
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