Everything begins with a Discovery Call

Before we dive into creating a plan for your personal finances or business, we’ll start with a free 30-minute discovery call.

This call is all about you—your goals, your challenges, and where you want to go. It’s a chance for us to get to know each other, talk through what’s possible, and identify the best next steps for your unique situation.

There’s no pressure and no judgment—just a simple conversation to see how I can support you.

Ready to Start? Let’s Make It Simple.

1. Click below to choose a time that works for you

2. Fill out a short form with a few details

3. We’ll meet virtually for your free 30-minute session