Before you request a conversation, it’s important to understand how this works.

I work with a small number of new clients each quarter. Once those spaces are filled, a waiting list opens. That selectivity is deliberate.

When you request a time, you’ll be asked a small number of questions in advance. These are designed to ensure the conversation is focused and worthwhile for both of us.

I personally review every request. If I don’t believe there’s a potential fit, I’ll let you know before we speak.

If we do decide to proceed, you’ll leave the conversation with a clear understanding of:

• what working together would involve

• when paid financial planning begins

• whether my approach is right for you

A decision will be made either way.

This conversation is not advice.

• Direct questions

• Straight answers

• A clear decision on next steps

If this feels like the right next step, you can request a time below.