Attend a Free Event
Attending one of our free events is the best way to begin learning what we do and how we can help you achieve your dreams. These events are highly informative, interactive and will be helpful to you as you move towards your financial goals.
They last about an hour and a half and are open to both current clients and the public.
Free Initial Consultation
An initial consultation lasts approximately 45 minutes and is at no charge. The purpose of this consultation is to determine if you would be a good fit as a coaching client and if we would be a good fit as your coach.
We walk you through an in-depth questionnaire about your personal finances and investments to determine where you are, where you would like to be, and how we can coach you on to achieving your dream.
To begin this process, please fill out a consultation request. After you submit it, we will contact you to set up a time to talk.
Our firm's disclosures
You may view the following documents by clicking on these hyperlinks: