Yes, please contact me.

After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.

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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

This offer is only valid in the United States.

Please do not submit account or other confidential information via this form.

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I am grateful for the opportunity to work together.

If you have friends or family members who could benefit from personalized financial advice to reach their goals, please let them know about my practice. When you refer me, they will receive an email with a link to my website where they can learn about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. Thanks again for trusting me to help you achieve your financial goals.