Book a 15 minute introductory phone call

I respect your time and want to help you make an educated and informed decision about hiring your next Financial Advisor.

There’s no hard sell and no pressure to do anything further.

If we both feel we have a fit between what you’re looking for and what I’m good at, I’ll invite you to schedule a strategy session.

If not, no worries. Hopefully you learned something new and we can part ways as friends. If you like, I can help connect you with another Advisor that might be better suited to your needs. I’ll never contact you again unless you ask me to.