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 virtualPlanning 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 virtualConnect 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*