1 Garfield Circle,
Let's talk! The purpose of this Discovery Call is to get to know each other. You will have a chance to ask questions you have. I'll ask you about why you are reaching out to a Financial Planner at this time. For a few minutes we will focus on how I work with my clients and what my process looks like. Through this discussion we can determine if there is an opportunity for us to work together. This is a no-pressure conversation devoted to both of us learning more. I'm looking forward to talking to you.