Welcome to my online calendar.
Please click an option below and follow the instructions to schedule your meeting
Ask Me Anything
A 15-minute call to give you
an understanding of how we
help clients and answer any questions you may have.
Are we a Fit
A review of the information
you provided, our client services
and fees and what the next steps would be if we continue
working together.
45-Day Check-in
A check-in to make sure your accounts and online access
are set-up and to see if you have any questions.
Wealth Plan Review
A review of your accounts
and wealth plan and answer
any questions you may have.
Catch Up
A quick call to answer a
questions you may have.
Please indicate in the notes what type of meeting you would prefer:
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Video
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In Person
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Phone