Our first conversation is 15-30 minutes and is 100% complimentary. The goal is to get to know each other and determine whether we fit well. There’s no pressure to commit right away, and we’ll just be talking about high-level goals and how we’d partner. You don’t need to bring all of your financial data or anything else to this meeting!

We work virtually, but I would be happy to meet in person at a coffee shop if you’re local!

I get it, I’m just like you! Taking the leap and reaching out to a professional is overwhelming, especially if you’re in the middle of a significant transition. My goal is to make this process as stress-free as possible for you.