Our initial consultation is free. I look forward to meeting you at my office located at 264 E. State St. Let me know if you'd like to choose another location. See you soon!

This is for established financial planning clients who have already signed a financial planning agreement. For those who are paying by the hour, the hourly fee for this appointment applies (1 hour minimum). In these meeting we create, review, and update your financial plan. If you are paying a flat rate for a package, then this meeting is included in that package and not an extra charge.
Please let us know if you need us to send a zoom link. Otherwise, we will assume the meeting is in person. See you soon

We will send you a detailed questionnaire to review your values. Then, we will analyze your portfolio to see how your portfolio aligns with your values compared to a benchmark (for example, the S&P 500). The benchmark selected will compare to the holdings in your portfolio. This analysis includes a meeting to review and discuss results. After meeting, the final report will be emailed to you.

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. I look forward to meeting you at my office located at 264 E. State St. Let me know if you'd like to choose another location. See you soon!

Schedule a time so I can give you my undivided attention. The call will be marked in my calendar for 15 minutes. For a longer call, choose the additional time option within this appointment type. This type of appointment is available for both an initial talk and for current clients. Talk with you soon!

This meeting type is for current and new clients and automatically generates a zoom meeting.

For new clients, initial consultations are free. If you'd like to have paperwork filled out and ready in advance, please put that in notes and I will email an questionnaire out to you. In the meeting, we will discuss your goals and objectives. Fortunately, most paperwork can be completed online so you can complete this process from the comfort of your home.

See you soon!

Schedule a meeting to discuss plans for, or to prepare Will or Trust Documents. This process usually takes 2-4 meetings to complete. Once you have set an appointment, we will send you a questionnaire to understand your wishes.

Schedule a meeting for an insurance analysis.
1. If you have current whole life Insurance policies or annuities, we will see if a commission-free option creates offers better benefits for you. In some cases, people already have the best product.
2. Michelle does not accept commissions but offers a "shopping service" for long term care policies. For an hourly fee, she will help you find the best fit for you, and you can purchase it from any insurance agent.
3. Term life insurance quotes are also

Schedule an appointment to have a document notarized. Must be scheduled between 9-2 Monday through Friday.