New clients
Thank you for reaching out.
To book an intro call, email me and I’ll send you a private booking link, usually within one business day.
Prefer to talk first? Call (226) 241-4559.
What happens on the call
No pitch, no pressure.
We talk about you
Your situation, your questions, and what you want the next ten years to look like. I do more listening than talking.
I tell you if I can help
If your situation fits what I do, I’ll explain how we’d work together. If it doesn’t, I’ll point you somewhere better.
We reconvene one week later
No decision on the call. We book a follow-up about a week out, once you’ve had time to sit with it.
What to have handy
Nothing required, but this helps.
- A rough sense of your income and spending and how you currently pay yourself.
- Whether you have a corporation, and roughly what’s in it.
- The one or two questions that made you look for a Financial Planner.