Discovery 30 Minute Call

Free 30 Minute Discovery Call 

Free 30 Minute Discovery Call 

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.