Book a call
What’s involved with our Connect Meeting?
60-MINUTE VIRTUAL MEETING
FEE: Complimentary
A no-pressure conversation to understand what's motivated you to focus on your finances now, talk through money matters on your mind and figure out if we're the right fit to work together.
What’s on your mind about money
Our approach
Next steps
A few things to know before we meet
If you have a significant other involved in your financial life, please book a meeting with this person.
For our zoom meeting, please use a computer screen or large tablet screen at the very least and meet in a quiet, private place at home or work!