Schedule
Potential Clients and 1-Session Clients
Schedule a FREE 30-minute introduction to learn about financial planning and advice, invest management, or financial education services
OR
Schedule a private, 1-hour live video or phone session of financial planning and advice with written next steps
($300)
Current Clients with Ongoing Access
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Schedule a Financial Planning Session (1 hour)
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Schedule a Financial Planning Follow-Up Session (30 minutes)
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Schedule an Extended Financial Planning Session (1 hour 30 minutes)