In this 20-minute strategy session, you'll share a little about your situation and what specifically you're looking for help with from a financial perspective.

Then, I'll share a little about how I might be able to help, and we can mutually decide whether we'd be a good fit.

You don't need to do anything to prep for our meeting. It's just a casual chat!

To make the best use of our time together, please answer a few questions below: