Schedule a quick 15 minute appointment
If you are a current client, use this link to book a 15-min meeting to quickly address something.
Client Resources
Client Resources
Schedule a 1-hour meeting
If you are a current client, use this link to book a 1-hour meeting to address big questions, update me on something that has changed, or to discuss anything on your mind that we need more than 15 minutes for.
RightCapital Portal
This is where your financial planning data is stored, including net worth, current retirement confidence, bank and investment accounts, and file vault.
RightCapital Portal
This is where your financial planning data is stored, including net worth, current retirement confidence, bank and investment accounts, and file vault.
Schedule an Appointment
If you are a current client, use this link to book an appointment.
