We offer everyone a complimentary 30 minute introductory meeting with no obligations.  The introductory meeting will give us a chance to know you and to learn more about your financial needs and goals.  During this meeting you will have the opportunity to ask us any questions that you may have with regards to our services.  If you would like to schedule a complementary introductory meeting, please fill out the meeting request below.  Once we receive the meeting request, we will reach out to you to schedule a virtual appointment.

Thank you.