Book a call
Start with a conversation, not a proposal.
A free, roughly 30-minute intro call. What’s on your mind, what your situation looks like, and whether I’m the right person. If I’m not, I’ll say so on the call.
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. Planning fees are always confirmed in writing before any work starts.
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.