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Book Your Appointment
Book Your Appointment in Two Easy Steps:
- Select an available Zoom time slot from the calendar below. This will automatically schedule a Zoom meeting.
- OR - If no available times work for you, just fill in your contact details and leave a preferred date in the "Alternate Date" field. We'll contact you to arrange a time.
Please select a date to see available time slots.
BUSINESS HOURS
When We're Available
Office Hours
Monday - Friday:
9:00 AM - 5:00 PM
Saturday:
9:00 AM - 12:00 PM
Sunday:
Closed
FAQ
Common Questions
Please bring your financial statements, tax returns, investment portfolios, and any financial goals you'd like to discuss. This helps us provide the most tailored advice.
Initial consultations typically last 60-90 minutes, allowing us to thoroughly understand your financial situation and goals.
No, we offer complimentary initial consultations to understand your needs and determine how we can best assist you with your financial planning.
After booking a Zoom appointment, you'll receive a confirmation email with a link to join the meeting. At the scheduled time, simply click the link to join. No account is needed, but you may need to download the Zoom app if you haven't used it before.