Please select a service to make your booking.
During our first meeting we take time to understand your financial and investment goals, as well as, diving into your financial habits.
By providing your current financial statements, we can compare your goals and help create a plan to get there.
1 hour and 30 minutes Duration: 1 hour and 30 minutes
Our follow up meetings are for more comprehensive topics regarding your financial plan.
1 hour Duration: 1 hour
This meeting is perfect for existing clients that want to discuss a specific financial topic or to touch base.
30 minutes Duration: 30 minutes
During our annual review we take time to update financial information and adjust goals, as needed.
