Schedule Your Appointment!

Please select the appointment type to make a booking.

Complimentary First Meeting (Online)

A 60-minute consultation for us to get to know each other. This meeting will take place via Zoom. You will receive a link prior to the meeting. I look forward to meeting you!

(1 hour)

Complimentary First Meeting (In-Person)

A 60-minute consultation for us to get to know each other. This meeting will take place at my office at 555 Fayetteville St, Suite 300, Raleigh, NC 27612. I look forward to meeting you!

(1 hour)

One-Hour Existing Client Review (Online)

A one-hour appointment slot for existing clients to continue with their financial life plan. This appointment will take place via Zoom. You will receive a link prior to the meeting. I look forward to seeing you!

(1 hour)

One-Hour Existing Client Review (In-Person)

A one-hour appointment slot for existing clients to continue with their financial life plan. This appointment will take place at my office at 555 Fayetteville St, Suite 300, Raleigh, NC 27612. I look forward to seeing you!

(1 hour)

Two-Hour Existing Client Review (Online)

A two-hour appointment slot for existing clients to continue with their financial life plan. This appointment will take place via Zoom. You will receive a link prior to the meeting. I look forward to seeing you!

(2 hours)

Two-Hour Existing Client Review (In-Person)

A two-hour appointment slot for existing clients to continue with their financial life plan. This appointment will take place at my office at 555 Fayetteville St, Suite 300, Raleigh, NC 27612. I look forward to seeing you!

(2 hours)