Discovery Call

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, your unique situation & how we can put together an action plan to help along your financial journey. You can ask any questions & will get advice on what future steps to consider.

Cancellation 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 info@projectrise.net

Contact Details