Book your free 20-minute Zoom consultation now!
Do not worry if you don’t have all your financial affairs in order, that’s what we are here to help you with. Regardless of if you are new to financial planning or you’re seasoned we’re here to help you take your first steps in the right direction or refine your strategies and take your
financial goals to the next level. We’re here to support everyone.
The goal of this complimentary 20-minute consultation is for us to get a better understanding of where the potential client is financially and the goals they want to accomplish. We will also provide the client with further details on how we could be a solution to their problems.
If the potential client decides our services are the best fit to help them reach their goals, a follow up appointment for a financial needs analysis would be scheduled.
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Please ensure to arrive for your scheduled appointment 5 minutes early.
There is a 10-minute grace period from the time your appointment starts before your appointment gets canceled.
24-hour cancelation requirement is needed.
More than 2 cancelations result in no bookings in the future.
Time is our greatest asset.
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We would love to help everyone reach their financial goals, but we need our time to be respected.
BOOKING REMINDERS