• Financial Well-Being: Starting Line

    Everyone has a starting place. You may not have the level of financial well-being you want yet, but you can certainly achieve it. Help me understand where you are by completing the form below. After you submit the form you'll be directed to my calendar where you can schedule your complementary consultation. During that time we'll discuss the financial planning process, dive a little deeper into your goals, and at the end of the session I'll provide my recommendations for a way forward.


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  • Thank you for taking the time to share some of your story with me. This will help me prepare for our time together during the complimentary consultation.

    Next Steps:

    • Make a list of questions to bring to our meeting - it will help you organize your thoughts and be sure you're getting the most out of this time
    • Be prepared to discuss your approximate, basic financial numbers
      • Income 
      • Debts (balances)
      • Retirement Savings
      • Non-Retirement Savings
    •  Press the "Submit Now" button below to schedule our meeting

    I look forward to meeting with you! 

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