This is a conversation, not a sales pitch. I want to hear what's going on in your financial life — what brought you here, what's keeping you up at night, and what you're hoping to change.

Come ready to share:

  • What prompted you to reach out

  • What you're hoping to get from this conversation

  • What feels most urgent in your financial life right now

I'll answer your questions about our services, share how this work actually looks in practice. and give you an honest read on whether this is the right fit.

The work we do is personal, sensitive, and meaningful. That means personality and process have to click. I only work with clients that I feel I can genuinely help. And you deserve a guide whose personality and process feel right for you. This call is how we both figure that out.

Let’s Talk! Book A Discovery Call