Schedule an introductory in-person or virtual call.
Let’s talk over Zoom, a surf, a SUP or a cup of coffee.
Click below to find time that works for you to have a 15 or 30-minute meeting. We can talk story, learn a little about one another, and find out if it makes sense to work together. Perhaps we can even offer some easy financial planning ideas you can start using today.
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Everything discussed will be confidential.