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Before booking, please ensure that you have read our policy, client agreement, and Form ADV Part 2 brochure.  The Form ADV Part 2 brochure is a client disclosure required by SEC rules.  For Hourly As-needed Consultation, please return your signed client agreement packet and the financial documents that you would like to review.  A $50 refundable deposit is due when scheduling this appointment.  For Holistic Financial Planning, please return your completed client questionnaire and approval of the project fee 1 week prior to our appointment.   Completing this step ensures our meeting time will be efficiently used to review your values, goals, and plans rather than performing data entry.    

Please be sure to let us know if you prefer a video or telephone conference and notify us at least 24 hours prior to rescheduling or cancellation.  A reminder email will be sent to you several days prior to our appointment.  Thank you!

*Due to the pandemic of COVID-19, only virtual meetings are available at the moment.  We look forward to a pandemic-free time in the future when we can meet in person.