BOOK A CALL

I offer short, focused calls depending on what you need. Pick what fits best, and we’ll take it from there.

  • Intro Call (New Clients)

    If you’re exploring working together, this is a focused space to clarify your goals and see if we’re a fit.

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  • Sonar Alignment Session

    Curious about Sonar? We’ll explore your financial life through a behavioral lens and see if the system resonates.

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  • Investment Review

    For clients with managed portfolios. Let’s walk through your strategy, performance, and any updates needed.

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  • Tax Prep & Filing

    For current tax clients. A quick check-in to review your documents, answer questions, and keep your filing on track.

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