Let’s start talking about your relationship with money, answering questions (some of which you may not yet realize you have), and gain clarity and understanding of your finances all in a supportive and non-judgmental environment.

We can start with a free fifteen minute “Hello” call to address those initial questions and provide clarity as to what is financial planning.  

“Let’s Chat” is an additional free meeting where we can delve a little deeper to chat briefly about anything top of mind for you, discover more about each other, and see if we’re a good fit.  This is also a good chance to clarify the different financial planning options and pricing.