Please pick whichever time works best for you!

  • FPS Website

    • Quick Call with Maggie

      30 minutes

      I'm here to help with account set-up and onboarding questions, online access, or scheduling.

    • 20 Minute Intro Zoom Call with Lyman

      20 minutes

      Helping busy professional families with college-bound children save for retirement and college at the same time.

      I look forward to speaking with you soon and learning how I can help.

    • 20 Minute Intro Zoom Call with Rick

      20 minutes

      Creating Financial Wellness for Recently Widowed or Divorced Women™ and empowering those seeking a more secure financial life.

      I look forward to speaking with you soon and learning how I can help.

    • 20 Minute Intro Zoom Call with Janet

      20 minutes

      Helping families and individuals through comprehensive financial planning, investment management services and divorce financial planning.

      I look forward to speaking with you soon and learning about how I can help.

    • 20 Minute Intro Zoom Call with Andrew

      20 minutes

      Helping individuals and families plan for retirement and those with large student loan balances navigate their repayment strategy.

      I look forward to speaking with you soon and learning how I can help.