Please use the tabs below to select how you would like to get in touch with me.
NOTE: Providing your phone number is optional. Message frequency may vary, but you will only receive a handful of meeting reminders via text message (SMS) from our online calendar service (Calendly). You can reply STOP to opt out of future messages or reply HELP for more information. Message and data rates may apply.
Please use the buttons below to choose which service you are interested in and schedule your free consultation. If you are not sure which service to select, please refer to my Getting Started page.
You will have the option of selecting the type of meeting (phone, Zoom video, or in-person) and providing background information. I encourage you to provide as many details as you are comfortable sharing so that we can make the most of our time together.
Personal CFO Exploratory Meeting
Please select this scheduling option if you are looking for an advisor to become your personal CFO (comprehensive and ongoing financial planning, addressing income and cash flow needs, portfolio management, risk management, legacy planning, etc.).
Guidance / Consulting Exploratory Meeting
Please select this scheduling option if you are looking for one-off guidance or consulting services (construct a financial plan, portfolio audit, due diligence on potential investments or products, expert witness services, etc.).
Annuity / Insurance Exploratory Meeting
Please select this scheduling option if you are interested in purchasing an annuity or life insurance product (evaluate personal need, determine best product, quote multiple high-quality carriers, optimize products for performance & tax efficiency, etc.).