Get on the path of financial security, confidence, and independence.

Step One

Schedule a Free Consultation

Set up a free 30-minute call to discuss your goals, wants, and financial challenges. Ask questions and be heard without judgment, jargon, or shame.

You won’t be asked to make a decision on the call, and you won’t be pressured with a “limited time offer.”

I’m here to support your goals and vision—not sell you investments or products.

  • No commissions
  • No product sales
  • No referral fees

Questions? Get in Touch.

Next Steps


Complete the Questionnaire

After scheduling your initial consultation you will be asked to answer questions that will provide context around why you’re reaching out, your goals, challenges, and more.

These questions will help frame our initial conversation, so take time to answer them thoroughly and thoughtfully.


Decide if I’m the Best Fit for You

I won’t ask for a decision on our call; it’s important you take at least a day to decide if you’d like to move forward.

After our call, I’ll share any resources, referrals, or program details we talked about during our meeting, and, after a mutually agreed upon amount of time—usually 24–48 hours—you can let me know if you’d like to work together.