Complimentary Consultation

50 minutes

Attended a seminar/workshop of mine? Referred by a client? Or just ready to explore if working with me as your Financial Advisor is a good fit for you? Please be sure to fill out my Intake form - it helps me to serve you better.

Quick Consult - I'm curious...

20 minutes

Not a client but have a quick question you want to ask to get a feel if we should be working together? Then schedule a meet and greet here.

Ready to get started

30 minutes

Perfect after we've had an initial consultation and you're ready to get started. Information gathering and question answering time.

Ready to come on board! Look forward to seeing you transition from Aspiring Client to Cherished Client.

1 hour 30 minutes

Perfect after we've had an initial consultation and you're ready to get started. Information gathering, form-filling and question answering time.

Quarterly Review

1 hour

Let's take a look at how well your investments are propelling you toward your goals. Good time to provide updates and decide on adjustments.

Time to Catch Up: Update of Goals & Challenges

1 hour 30 minutes

Change of job - new family addition - new major goal - unexpected challenge: use this meeting to update me so we can be sure your financial strategy is optimized and in sync with your life.

Quick Phone Consult for Clients

20 minutes

Follow up call and/or Next Steps

30 minutes

Phone call or Email Reply - I'm not sure

15 minutes

You may feel an email reply or a phone call can address your request adequately. Fill out the form, secure a spot for a call time that works for you and if I can address via email, you will hear from me that way instead.

Update of Aspirations & Goals

1 hour

I'm a Colleague/Collaborator/Service Provider

30 minutes

Colleague/Collaborator/Service Provider

1 hour