Welcome to Modern Money Advisor!
Please click on the appropriate option below to schedule a day and time that works best for you. We work as a team on all plans, so you'll get to know both of us at some point, but please specify who you wish to be your primary advisor (if you have a preference).
Once scheduled, you will receive a confirmation email with the meeting link and the option to add the meeting to your calendar. Meetings are held virtually unless otherwise discussed.
We look forward to meeting with you!
CLICK on the meeting type below and then select a date and time that works for you.
You will receive a text message reminder before your appointment