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Free 30-Min Phone Call

Our introductory phone call is designed so you can learn more about us and we can learn about you and what made you seek out a financial planner. No hard pitches or pressure, just a simple phone call.

Two Meeting Process

After our phone call, if you like what you hear, we will schedule a longer (1 hour) meeting to find out even more about you. Only after this longer meeting will we ask you to come onboard to start your financial planning journey.