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.