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Step 1

15 Minute Introductory Call

We can talk through your financial life. This will give us an opportunity to see if there is a potential fit.

Step 2

1-2 Hour Discovery Meeting

This meeting can be in person, or online via Zoom. We'll discuss your circumstances, goals, values, concerns and what you want from an advisory relationship.  We'll also discuss how we would work together and what benefits you can expect if you choose to work with us. We'll answer any questions you may have about us, our process and fees, and what to expect.