Your introductory call has been booked!

• We will have 15 minutes for an introductory call
• There is no obligation on this call.
• The goal is to introduce ourselves and learn a little more about you, your financial goals, your concerns and your investment needs.
• Following the call, if we both feel like there is potential to work together we will book a follow up "deep dive."

I ONLY HAVE LIMITED TIME SLOTS IN THE WEEK SO IF YOU NEED TO CANCEL OR RESCHEDULE - THAT'S OK - JUST PLEASE LET ME KNOW!