1. Introductory phone call. Let’s have a chat. In this no-cost call, you’ll have the opportunity to describe the financial challenges or opportunities you’re facing. Together we’ll decide if we’re a good fit for one another. If we think there’s potential for a great working relationship, we’ll schedule the initial in-person interview. If not, I’ll try my best to point you in the direction of a resource or service that’s a better fit for your needs.
  2. Initial in-person interview. I love these meetings! It’s exciting to meet new people who are on a quest for financial clarity and peace. In this cost-free meeting, we’ll take a deeper dive into your financial world. I’ll learn more about who you are, what matters to you, and where you’re trying to go with your money. You’ll learn about me, my values, my practice, and the work I do on behalf of my clients. I’ll also provide complete information about my compensation, so you’ll always be crystal clear about what it costs to work with me.
  3. I’m a current client. Working with you is simply the best part of my job! I love the progress we’ve made and I can’t wait to see what our next meeting holds. Let’s get together again.
  4. I’m media and/or I need an expert source or speaker. I’m happy to assist. Making personal finance a table-topic is a passion of mine, so let’s talk about how I can help.

Get to Know Us Better

Make sure we’re the right fit for your financial needs by taking advantage of our cost-free consultation today!

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