Once you submit the form, our team will review your information. We will contact you within one business day to confirm your appointment details, discuss your needs, and answer any initial questions you may have.

To make our first meeting as productive as possible, we recommend having a general idea of your financial goals. It can also be helpful to have a list of any questions you may have. No need to bring any financial documents to this initial conversation unless specifically requested by our team.

No, the initial consultation is completely free and without obligation. This meeting is an opportunity for us to get to know each other, understand your financial needs, and determine if our services are the right fit for you.

Yes, you can specify the service you are interested in (e.g., Retirement Planning, Debt Reduction) in the “Message” section of the form. This helps us connect you with the most relevant specialist on our team.

A typical initial consultation lasts 30 minutes. This gives us enough time to have a meaningful discussion about your financial situation and how we can help.

We offer virtual appointments only. This allows us to connect with clients no matter where they are located.

Yes, your privacy is our top priority. All information you provide in the appointment request form is handled with the strictest confidentiality and is protected by our secure systems.