If you're ready for financial planning help, apply for a FREE 30 minute strategy session to find out if ongoing financial planning is right for you.
The FREE strategy session includes:➤ 30 Minutes of one-on-one time with a Certified Financial Planner™➤ A quick assessment of your current financial situation➤ An action step that you can take right away (whether or not you decide to become a client)
The questions below may feel invasive but they allow me to get a great snapshot of where you are financially, and come to our call prepared to give you great insight and advice. Don't feel shy about your current financial situation, that's why you're reaching out to me for help!
After you fill out the form below, someone from my team will reach out to you within 3 business days with the next step.
Looking forward to chatting with you,
*IMPORTANT: Unfortunately, If you are not a U.S. citizen or permanent U.S. resident we cannot work together due to compliance regulations.