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If you are interested in learning more about how I can help you meet your financial goals, schedule a complimentary consultation. Even if you’re already working with another professional, I can give you a new perspective and answer your unaddressed questions.

Prepare for your consultation

Before we meet, consider these financial questions:

• What are your most important financial goals right now?
• What concerns you the most about your finances?
  
• Did a specific life event or need prompt you to seek advice?
  
• What are you looking for from a financial advisor? What are you not receiving currently?

To help me understand your current financial picture, I may also ask you to bring or email in advance, recent bank and investment statements and insurance policies.

To help me understand your current financial picture, I may also ask you to bring or email in advance, recent bank and investment statements and insurance policies.

During our complimentary consultation, we’ll talk about your financial goals and priorities, how we can work together, the value I can provide, the costs associated if you decide to work with me, and next steps.

My commitment to cultivate our ongoing partnership – Our initial meeting is just the beginning of an ongoing relationship in which I can help you prepare for and navigate unforeseen events as they arise. Reach out to me when you need to – in person, by phone, or online.