• Initial Phone Consultation

      30 minutes

      Ready to retire? Need cash flow advice? Starting your new life and want to know your money is on track? Looking to see if you can minimize taxes? Want to know if your portfolio is on track to reach your goals? The initial call will ans ...

    • 30 Minute Meeting

      30 minutes

    • Client Meeting (In Person)

      1 hour

      Our Ideal Clients are comprised of successful individuals and families who value having their entire financial house in perfect order at all times. Our exclusive community of Ideal Clients will never grow beyond 100 Ideal Clients. Once ...

    • Client Meeting (Virtual)

      1 hour

      Our Ideal Clients are comprised of successful individuals and families who value having their entire financial house in perfect order at all times. Our exclusive community of Ideal Clients will never grow beyond 100 Ideal Clients. Once ...

    • Financial Roadmap

      1 hour 30 minutes

      The Financial Road Map® is designed to help you explore your values, identify your goals and gain a clear understanding of your financial health and future direction. The Financial Road Map® Experience is an intellectually stimulating ...

    • Face to Face Meeting at Outside Location

      1 hour

      Thank you for booking at Face to Face meeting at an outside location. Confirmation of the location will be made through email.

    • Networking Meeting IN PERSON

      1 hour

      Looking forward to meeting you in person for intentional networking.

    • Networking Meeting VIRTUAL

      45 minutes

      Looking forward to meeting you.