- 30 min30 minutes
- Via Video Conference
During this discovery call, we will briefly discuss your unique financial story, goals, and I will answer any preliminary questions you may have. You will also learn more about our services and we'll collectively determine if any of our offerings is the right fit for you.
To cancel or reschedule, please contact us at firstname.lastname@example.org at least 24 hours in advance before your scheduled appointment time. "No-shows" without advanced notice will be assessed a full appointment charge.