Thank you — your appointment is confirmed.
You’ll receive an email and text shortly with the date and time.
Our 45‑minute Mutual Fit Meeting is a simple conversation. We’ll talk through your goals, your financial questions, and anything you’re navigating right now. I’ll walk you through how my flat‑fee planning works, what’s included, and what it looks like to partner together.
No commissions. No product sales. No pressure. Just a clear, honest conversation to see whether working together feels like the right fit.
If you’d like, feel free to bring any recent statements but there’s nothing you need to prepare.
Looking forward to meeting you.