Financial clarity starts with a conversation
Whether you’re planning for retirement, managing stock options, or just need a second opinion on your finances, I’m here to help. Book a time that works for you, and let’s chat—no pressure, no sales pitch, just a conversation about your goals and how I can support you.
What to Expect
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A relaxed, no-obligation conversation about your financial questions and goals
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Clarity on how I can help and which service may be right for you
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Next steps if you decide to move forward (totally up to you!)
Email me if you cannot find an appointment on my calendar. All messages will remain confidential. Once you book an appointment, web conferencing will be emailed to you. Please check your inbox for an email from [email protected]. Sometimes this email can end up in your spam.
Note that we are currently unable to serve clients in Louisiana.