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This booking page is exclusively for my current clients.

Any other bookings will be cancelled.

  • ASK ME ANYTHING

    Have a quick question? This session is for existing clients who have a quick financial question or need guidance on specific topics.

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  • ANNUAL CLIENT MEETING

    Yearly in depth client meeting. Together, we will review your investment portfolio, goals and plan. Ensuring your plan is supporting your current and future life goals.

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  • MID-YEAR FINANCIAL CHECK IN

    Mid year client check-in to review your portfolio, goals and plan. Allowing quick adjustments or changes as needed.

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