Discover Call

Service Description

Not sure where to start? Let’s talk.This no-pressure, no-pitch discovery call is your chance to get clarity on where you are, where you want to go, and how I can help you get there. In 15 minutes, we’ll Identify your biggest financial questions or roadblocks, talk about your goals and explore how working together might look (if it’s a fit!) This is a great way to get to know each other, no springs attached.