Discovery Call

**For new clients** During this call we are discovering your primary goals, financial overview, and an discussion of our approach. *zoom link provided in booking confirmation*

Planning Appointment - 60 Minutes

Select this appointment for annual reviews, insurance completion or secondary planning meetings. This meeting can be in person or virtual

Planning Appointment - 90 Minutes

Select this if this is our first detailed planning appointment or if we have significant updates to your plan This meeting can be in person or virtual

Connect With Me Personally

Looking to connect with me personally, (networking, business support, etc) find a time in my schedule. Day appointments only *zoom link provided in booking confirmation*