Free Financial Strategy Call

To get started with scheduling your free financial strategy call, follow the steps below.


Fill Out the Form on This Page

After submitting your information, you will immediately get an email that contains a link to our scheduling page.


Select a Day and Time to Meet

Click on the link in the email you receive to open our scheduling page. Here you can view our availability, cross-reference with your calendar and select a day and time that works for us both. No more back-and-forth comparing calendars!


Receive Meeting Confirmation

Once you've selected a day and time, you'll receive a calendar invite with the meeting details. In addition, you will receive an email confirmation that includes some video resources to help you prepare for our call.

Schedule Your Free Call

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