If you'd like to have a short meeting to see if we are a good fit, this is a great place to start. You can give me an idea of what you are looking for and I can answer questions about what I can do for you. You pick the location. We can do a coffee shop, restaurant, my office or your house.

If you'd like to meet for a little longer and spend some time talking about your plans, goals and priorities, then this is a good selection. You pick the restaurant that you would like to meet at. I may have you fill out a few questionnaires at the meeting so I can put together a plan for you at a future meeting. Please bring your financial information and I will bring information about my business, including pricing, that you can take with you when you leave. I do not charge for this initial meeting.

If you want to bring in all your paperwork and get into the weeds, this is definitely the best choice. Even if you just feel more comfortable meeting at my office or at your home or office, that's fine too. This option provides the most flexibility because I have access to my computer and printer (in my office) and you can use your laptop to access information as well. If you set this type of appointment, I will plan for it to be in my office unless you let me know otherwise.

If a phone call is a better fit, we can do that. Schedule a time so I can give you my undivided attention.

If you'd like to review where you've been and where you are headed, or if you'd like to make some changes, this is the selection for you. These appointments can be held in my office or at your home or office. Please give me a little lead time on these appointments so I can have prepare reports that chart your progress.

If you live far away, this is the best option. However, I'd like to start with a phone call so we can discuss your goals and have any necessary paperwork filled out beforehand. This way we will have an effective virtual meeting. So, if we haven't talked yet, please book a phone call first. Phone calls appointments are under the "I just have a quick question" link.