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Discovery Call

Let's discuss what you are looking for & how we can help.

  • 30 minutes
  • Online or Phone

Service Description

Please note: your booking will be the date of our initial video or phone call. In this call we learn more about each other & how I can help you along your financial journey. You can ask questions & will get advice on what future steps to consider.

Cancelation Policy

Appointments are non-refundable. We are more than welcomed to reschedule your appointment within 48 hours. After 48 hours, you will not be able to make changes to your appointment, but you can email us with any questions or assistance needed at

Contact Details

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