Ready to Get Started With Financial Planning?
Before filling out the form, take a quick look at the list below. If you’re nodding “yes” to each of these, we could be a good fit:
✅ You’re looking for an ongoing financial planning relationship
✅ You’re ready to be an active participant in the planning process
✅ You’re open to honest conversations about your goals, values, and what matters most
✅ You’re a US Citizen or Permanent Resident
✅ You have a net worth of $3 million or more (or you’re close and have complex planning needs)
✅ You’ve reviewed the fees section and feel good about the investment
✅ You’re comfortable with virtual meetings and using technology to stay connected
If that sounds like you, go ahead and fill out the form below — I’d love to learn more about your situation and see if we’re a good fit.
For Speaking or Press Inquiries
If you're interested in booking me for a speaking event or press interview, please fill out the relevant form below: